First Business Financial Services’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
Q4 | – | Sell |
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|
2025
Q3 | $222K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $225K | Sell |
|
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|
2023
Q4 | $277K | Buy |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $209K | Sell |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $399K | Buy |
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|
2019
Q3 | $330K | Hold |
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|
2019
Q2 | $302K | Sell |
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|
2019
Q1 | $336K | Hold |
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|
2018
Q4 | $304K | Buy |
|