First Citizens 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 | $500K | Buy |
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|
2025
Q2 | $430K | Sell |
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|
2025
Q1 | $450K | Buy |
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|
2024
Q4 | $412K | Buy |
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|
2024
Q3 | $406K | Buy |
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|
2024
Q2 | $426K | Buy |
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|
2024
Q1 | $428K | Buy |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $270K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $209K | Sell |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $320K | Buy |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $285K | Sell |
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|
2020
Q1 | $1.61M | Buy |
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|
2019
Q4 | $2.82M | Buy |
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|
2019
Q3 | $1.9M | Sell |
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|
2019
Q2 | $1.87M | Sell |
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|
2019
Q1 | $1.97M | Buy |
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|
2018
Q4 | $1.73M | Buy |
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|
2018
Q3 | $604K | Buy |
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|
2018
Q2 | $533K | Buy |
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|
2018
Q1 | $428K | Buy |
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|
2017
Q4 | $407K | Buy |
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|
2017
Q3 | $367K | Sell |
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|
2017
Q2 | $459K | Sell |
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|
2017
Q1 | $913K | Sell |
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|
2016
Q4 | $3.61M | Sell |
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|
2016
Q3 | $4.44M | Buy |
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|
2016
Q2 | $3.63M | Sell |
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|
2016
Q1 | $7.57M | Buy |
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|
2015
Q4 | $1.02M | Sell |
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|
2015
Q3 | $1.12M | Sell |
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|
2015
Q2 | $1.21M | Buy |
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|
2015
Q1 | $1.18M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $242K | Sell |
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|
2014
Q2 | $241K | Buy |
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|
2014
Q1 | $228K | Sell |
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|
2013
Q4 | $247K | Sell |
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|
2013
Q3 | $11.6M | Sell |
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|
2013
Q2 | $12.7M | Buy |
|