First Bankers 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 | $298K | Hold |
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|
2025
Q2 | $262K | Hold |
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|
2025
Q1 | $271K | Sell |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $338K | Hold |
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|
2024
Q1 | $392K | Sell |
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|
2023
Q4 | $327K | Sell |
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|
2023
Q3 | $318K | Hold |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $278K | Hold |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $212K | Sell |
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|
2021
Q3 | $216K | Sell |
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|
2021
Q2 | $320K | Sell |
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|
2021
Q1 | $369K | Sell |
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|
2020
Q4 | $485K | Sell |
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|
2020
Q3 | $364K | Sell |
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|
2020
Q2 | $854K | Sell |
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|
2020
Q1 | $640K | Sell |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.59M | Sell |
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|
2019
Q1 | $1.7M | Sell |
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|
2018
Q4 | $3.15M | Buy |
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|
2018
Q3 | $2.09M | Sell |
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|
2018
Q2 | $2.12M | Sell |
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|
2018
Q1 | $1.89M | Sell |
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|
2017
Q4 | $1.99M | Sell |
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|
2017
Q3 | $1.81M | Hold |
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|
2017
Q2 | $1.63M | Sell |
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|
2017
Q1 | $1.57M | Sell |
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|
2016
Q4 | $1.76M | Sell |
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|
2016
Q3 | $1.69M | Hold |
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|
2016
Q2 | $1.66M | Sell |
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|
2016
Q1 | $2.79M | Sell |
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|
2015
Q4 | $2.66M | Sell |
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|
2015
Q3 | $2.5M | Sell |
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|
2015
Q2 | $2.67M | Sell |
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|
2015
Q1 | $2.62M | Buy |
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|
2014
Q4 | $2.38M | Buy |
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|
2014
Q3 | $2.69M | Sell |
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|
2014
Q2 | $2.67M | Sell |
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|
2014
Q1 | $2.58M | Sell |
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|
2013
Q4 | $2.63M | Buy |
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|
2013
Q3 | $1.94M | Sell |
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|
2013
Q2 | $1.98M | Buy |
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