Country Club Bank’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Buy |
7,362
+95
| +1% | +$11.3K | 0.06% | 220 |
|
|
2025
Q1 | $885K | Sell |
7,267
-2,630
| -27% | -$320K | 0.06% | 215 |
|
|
2024
Q4 | $1.11M | Sell |
9,897
-121
| -1% | -$13.6K | 0.07% | 189 |
|
|
2024
Q3 | $1.31M | Sell |
10,018
-1,246
| -11% | -$163K | 0.09% | 177 |
|
|
2024
Q2 | $1.57M | Sell |
11,264
-1,301
| -10% | -$181K | 0.11% | 160 |
|
|
2024
Q1 | $2.05M | Sell |
12,565
-31,915
| -72% | -$5.21M | 0.14% | 129 |
|
|
2023
Q4 | $5.91M | Sell |
44,480
-443
| -1% | -$58.8K | 0.45% | 65 |
|
|
2023
Q3 | $5.54M | Sell |
44,923
-1,316
| -3% | -$162K | 0.45% | 66 |
|
|
2023
Q2 | $4.37M | Sell |
46,239
-3,168
| -6% | -$299K | 0.35% | 86 |
|
|
2023
Q1 | $4.94M | Sell |
49,407
-5,329
| -10% | -$533K | 0.41% | 75 |
|
|
2022
Q4 | $5.7M | Buy |
54,736
+525
| +1% | +$54.6K | 0.5% | 60 |
|
|
2022
Q3 | $4.37M | Sell |
54,211
-2,362
| -4% | -$190K | 0.42% | 73 |
|
|
2022
Q2 | $4.79M | Sell |
56,573
-5,682
| -9% | -$481K | 0.44% | 72 |
|
|
2022
Q1 | $5.44M | Buy |
+62,255
| New | +$5.44M | 0.47% | 67 |
|