Deseret Mutual Benefit Administrators’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 | $183K | Hold |
1,538
| – | – | 0.09% | 145 |
|
|
2025
Q1 | $190K | Buy |
1,538
+132
| +9% | +$16.3K | 0.09% | 139 |
|
|
2024
Q4 | $160K | Sell |
1,406
-22
| -2% | -$2.51K | 0.08% | 159 |
|
|
2024
Q3 | $188K | Hold |
1,428
| – | – | 0.1% | 141 |
|
|
2024
Q2 | $202K | Sell |
1,428
-78
| -5% | -$11K | 0.09% | 125 |
|
|
2024
Q1 | $246K | Hold |
1,506
| – | – | 0.12% | 110 |
|
|
2023
Q4 | $201K | Sell |
1,506
-442
| -23% | -$58.8K | 0.12% | 107 |
|
|
2023
Q3 | $234K | Sell |
1,948
-442
| -18% | -$53.1K | 0.11% | 106 |
|
|
2023
Q2 | $228K | Hold |
2,390
| – | – | 0.09% | 125 |
|
|
2023
Q1 | $242K | Sell |
2,390
-142
| -6% | -$14.4K | 0.1% | 115 |
|
|
2022
Q4 | $264K | Sell |
2,532
-2,426
| -49% | -$252K | 0.11% | 107 |
|
|
2022
Q3 | $400K | Sell |
4,958
-1,229
| -20% | -$99.2K | 0.11% | 116 |
|
|
2022
Q2 | $507K | Hold |
6,187
| – | – | 0.11% | 119 |
|
|
2022
Q1 | $534K | Sell |
6,187
-912
| -13% | -$78.7K | 0.11% | 122 |
|
|
2021
Q4 | $514K | Sell |
7,099
-259
| -4% | -$18.8K | 0.09% | 152 |
|
|
2021
Q3 | $515K | Sell |
7,358
-1,957
| -21% | -$137K | 0.09% | 136 |
|
|
2021
Q2 | $799K | Buy |
+9,315
| New | +$799K | 0.19% | 53 |
|