First Interstate Bank’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 | $1.9M | Buy |
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|
2025
Q2 | $231K | Hold |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $489K | Buy |
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|
2024
Q1 | $429K | Buy |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $373K | Hold |
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|
2023
Q2 | $296K | Hold |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $336K | Sell |
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|
2022
Q3 | $271K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $98K | Sell |
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|
2019
Q3 | $99K | Buy |
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|
2019
Q2 | $64K | Hold |
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|
2019
Q1 | $65K | Sell |
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|
2018
Q4 | $106K | Buy |
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|
2018
Q3 | $104K | Hold |
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|
2018
Q2 | $104K | Hold |
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|
2018
Q1 | $88K | Sell |
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|
2017
Q4 | $97K | Hold |
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|
2017
Q3 | $87K | Buy |
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|
2017
Q2 | $71K | Sell |
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|
2017
Q1 | $104K | Hold |
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|
2016
Q4 | $113K | Sell |
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|
2016
Q3 | $367K | Sell |
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|
2016
Q2 | $369K | Hold |
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|
2016
Q1 | $403K | Sell |
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|
2015
Q4 | $382K | Sell |
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|
2015
Q3 | $416K | Buy |
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