CCG
Cypress Capital Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.02M | Sell |
58,816
-4,594
| -7% | -$548K | 0.87% | 30 |
|
|
2025
Q1 | $7.83M | Sell |
63,410
-1,125
| -2% | -$139K | 1.03% | 26 |
|
|
2024
Q4 | $7.35M | Sell |
64,535
-765
| -1% | -$87.2K | 0.9% | 29 |
|
|
2024
Q3 | $8.58M | Buy |
65,300
+597
| +0.9% | +$78.5K | 0.96% | 24 |
|
|
2024
Q2 | $9.13M | Sell |
64,703
-215
| -0.3% | -$30.4K | 1.09% | 18 |
|
|
2024
Q1 | $10.6M | Sell |
64,918
-165
| -0.3% | -$27K | 1.27% | 14 |
|
|
2023
Q4 | $8.67M | Buy |
65,083
+30
| +0% | +$3.99K | 1.13% | 19 |
|
|
2023
Q3 | $7.82M | Buy |
65,053
+730
| +1% | +$87.7K | 1.13% | 18 |
|
|
2023
Q2 | $6.14M | Buy |
64,323
+545
| +0.9% | +$52K | 0.89% | 29 |
|
|
2023
Q1 | $6.47M | Buy |
63,778
+7,245
| +13% | +$735K | 0.99% | 26 |
|
|
2022
Q4 | $5.88M | Buy |
56,533
+11,262
| +25% | +$1.17M | 0.89% | 33 |
|
|
2022
Q3 | $3.65M | Buy |
45,271
+31,165
| +221% | +$2.52M | 0.61% | 48 |
|
|
2022
Q2 | $1.16M | Sell |
14,106
-599
| -4% | -$49.1K | 0.18% | 117 |
|
|
2022
Q1 | $1.27M | Buy |
14,705
+960
| +7% | +$82.9K | 0.16% | 123 |
|
|
2021
Q4 | $996K | Buy |
13,745
+1,047
| +8% | +$75.9K | 0.12% | 141 |
|
|
2021
Q3 | $889K | Sell |
12,698
-102
| -0.8% | -$7.14K | 0.12% | 150 |
|
|
2021
Q2 | $1.1M | Buy |
12,800
+181
| +1% | +$15.5K | 0.15% | 133 |
|
|
2021
Q1 | $1.03M | Sell |
12,619
-300
| -2% | -$24.5K | 0.15% | 137 |
|
|
2020
Q4 | $904K | Sell |
12,919
-5,900
| -31% | -$413K | 0.14% | 132 |
|
|
2020
Q3 | $975K | Buy |
18,819
+1,310
| +7% | +$67.9K | 0.16% | 126 |
|
|
2020
Q2 | $1.26M | Sell |
17,509
-2,174
| -11% | -$156K | 0.23% | 98 |
|
|
2020
Q1 | $1.06M | Buy |
19,683
+1,166
| +6% | +$62.6K | 0.24% | 93 |
|
|
2019
Q4 | $2.06M | Sell |
18,517
-400
| -2% | -$44.6K | 0.37% | 73 |
|
|
2019
Q3 | $1.94M | Buy |
18,917
+390
| +2% | +$40K | 0.37% | 74 |
|
|
2019
Q2 | $1.73M | Sell |
18,527
-15,029
| -45% | -$1.41M | 0.34% | 77 |
|
|
2019
Q1 | $3.19M | Sell |
33,556
-530
| -2% | -$50.4K | 0.65% | 50 |
|
|
2018
Q4 | $2.94M | Sell |
34,086
-4,152
| -11% | -$358K | 0.67% | 48 |
|
|
2018
Q3 | $4.31M | Buy |
38,238
+75
| +0.2% | +$8.45K | 0.82% | 36 |
|
|
2018
Q2 | $4.29M | Sell |
38,163
-350
| -0.9% | -$39.3K | 0.88% | 30 |
|
|
2018
Q1 | $3.7M | Sell |
38,513
-450
| -1% | -$43.2K | 0.78% | 40 |
|
|
2017
Q4 | $3.94M | Sell |
38,963
-4,350
| -10% | -$440K | 0.82% | 38 |
|
|
2017
Q3 | $3.97M | Sell |
43,313
-1,100
| -2% | -$101K | 0.85% | 36 |
|
|
2017
Q2 | $3.67M | Sell |
44,413
-2,700
| -6% | -$223K | 0.81% | 45 |
|
|
2017
Q1 | $3.73M | Sell |
47,113
-7,700
| -14% | -$610K | 0.87% | 41 |
|
|
2016
Q4 | $4.74M | Buy |
54,813
+9,985
| +22% | +$863K | 1.12% | 28 |
|
|
2016
Q3 | $3.61M | Buy |
44,828
+1,155
| +3% | +$93K | 0.86% | 40 |
|
|
2016
Q2 | $3.47M | Buy |
43,673
+625
| +1% | +$49.6K | 0.81% | 45 |
|
|
2016
Q1 | $3.73M | Sell |
43,048
-1,150
| -3% | -$99.6K | 0.91% | 40 |
|
|
2015
Q4 | $3.62M | Sell |
44,198
-50
| -0.1% | -$4.09K | 0.87% | 40 |
|
|
2015
Q3 | $3.4M | Buy |
44,248
+575
| +1% | +$44.2K | 0.84% | 43 |
|
|
2015
Q2 | $3.52M | Buy |
43,673
+1,393
| +3% | +$112K | 0.81% | 44 |
|
|
2015
Q1 | $3.32M | Buy |
42,280
+6,311
| +18% | +$496K | 0.76% | 48 |
|
|
2014
Q4 | $2.58M | Sell |
35,969
-14,137
| -28% | -$1.01M | 0.6% | 56 |
|
|
2014
Q3 | $4.08M | Buy |
50,106
+2,565
| +5% | +$209K | 0.97% | 36 |
|
|
2014
Q2 | $3.82M | Buy |
47,541
+20,874
| +78% | +$1.68M | 0.9% | 36 |
|
|
2014
Q1 | $2.06M | Buy |
26,667
+12,243
| +85% | +$943K | 0.5% | 66 |
|
|
2013
Q4 | $1.11M | Buy |
14,424
+9,766
| +210% | +$754K | 0.27% | 84 |
|
|
2013
Q3 | $270K | Sell |
4,658
-45
| -1% | -$2.61K | 0.07% | 163 |
|
|
2013
Q2 | $277K | Buy |
+4,703
| New | +$277K | 0.06% | 173 |
|