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Dakota Community Bank & Trust’s Phillips 66 PSX Stock Holding History

Dakota Community Bank & Trust’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-728
Closed -$87.5K – 127
2023
Q3 		$87.5K Hold
728
– – 0.56% 66
2023
Q2 		$69.4K Buy
+728
New +$70.8K 0.41% 76

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Wellington Management Group
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Barclays
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Geode Capital Management
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Harris Associates
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dakota Community Bank & Trust's PSX Position: Q4 2023 in Review

Dakota Community Bank & Trust sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 728 shares — an estimated $87.5K sold.

Dakota Community Bank & Trust first reported a position in PSX in Q2 2023 and held it in 2 quarters. The position peaked at $87.5K in Q3 2023. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

  • Dakota Community Bank & Trust reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
  • Dakota Community Bank & Trust sold 728 Phillips 66 shares in Q4 2023, an estimated $87.5K.
  • Dakota Community Bank & Trust first reported a position in Phillips 66 in Q2 2023 and held it in 2 quarters.
  • Dakota Community Bank & Trust's Phillips 66 position peaked at $87.5K in Q3 2023.
  • 1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on Dakota Community Bank & Trust's 13F filing for Q4 2023, filed 10 Jan 2024.