FineMark National Bank & Trust’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $580K | Sell |
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|
2025
Q2 | $516K | Sell |
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|
2025
Q1 | $541K | Sell |
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|
2024
Q4 | $731K | Sell |
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|
2024
Q3 | $910K | Sell |
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|
2024
Q2 | $994K | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $975K | Sell |
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|
2023
Q3 | $896K | Sell |
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|
2023
Q2 | $722K | Buy |
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|
2023
Q1 | $623K | Buy |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $400K | Sell |
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|
2022
Q2 | $430K | Buy |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $315K | Sell |
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|
2021
Q3 | $339K | Sell |
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|
2021
Q2 | $450K | Buy |
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|
2021
Q1 | $424K | Buy |
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|
2020
Q4 | $342K | Hold |
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|
2020
Q3 | $254K | Sell |
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|
2020
Q2 | $370K | Sell |
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|
2020
Q1 | $477K | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $991K | Buy |
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|
2019
Q2 | $837K | Buy |
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|
2019
Q1 | $749K | Buy |
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|
2018
Q4 | $677K | Buy |
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|
2018
Q3 | $861K | Sell |
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|
2018
Q2 | $1.11M | Buy |
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|
2018
Q1 | $812K | Sell |
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|
2017
Q4 | $895K | Sell |
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|
2017
Q3 | $867K | Sell |
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|
2017
Q2 | $798K | Sell |
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|
2017
Q1 | $914K | Buy |
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|
2016
Q4 | $992K | Buy |
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|
2016
Q3 | $724K | Sell |
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|
2016
Q2 | $1.07M | Sell |
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|
2016
Q1 | $1.66M | Sell |
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|
2015
Q4 | $2.05M | Sell |
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|
2015
Q3 | $5.45M | Buy |
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|
2015
Q2 | $4.91M | Buy |
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|
2015
Q1 | $4.45M | Buy |
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|
2014
Q4 | $3.09M | Buy |
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|
2014
Q3 | $2.81M | Buy |
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|
2014
Q2 | $2.51M | Buy |
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|
2014
Q1 | $1.8M | Buy |
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|
2013
Q4 | $488K | Buy |
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|
2013
Q3 | $365K | Buy |
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|
2013
Q2 | $368K | Buy |
|