First National Bank Sioux Falls’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
2,946
-238
| -7% | -$28.4K | 0.13% | 99 |
|
|
2025
Q1 | $393K | Hold |
3,184
| – | – | 0.16% | 89 |
|
|
2024
Q4 | $363K | Hold |
3,184
| – | – | 0.15% | 91 |
|
|
2024
Q3 | $419K | Hold |
3,184
| – | – | 0.19% | 90 |
|
|
2024
Q2 | $449K | Hold |
3,184
| – | – | 0.23% | 78 |
|
|
2024
Q1 | $520K | Hold |
3,184
| – | – | 0.28% | 71 |
|
|
2023
Q4 | $424K | Hold |
3,184
| – | – | 0.22% | 86 |
|
|
2023
Q3 | $383K | Hold |
3,184
| – | – | 0.23% | 89 |
|
|
2023
Q2 | $304K | Hold |
3,184
| – | – | 0.19% | 93 |
|
|
2023
Q1 | $323K | Hold |
3,184
| – | – | 0.22% | 89 |
|
|
2022
Q4 | $331K | Hold |
3,184
| – | – | 0.24% | 86 |
|
|
2022
Q3 | $257K | Sell |
3,184
-500
| -14% | -$40.4K | 0.27% | 94 |
|
|
2022
Q2 | $302K | Sell |
3,684
-177
| -5% | -$14.5K | 0.39% | 83 |
|
|
2022
Q1 | $334K | Hold |
3,861
| – | – | 0.35% | 88 |
|
|
2021
Q4 | $280K | Buy |
3,861
+491
| +15% | +$35.6K | 0.3% | 100 |
|
|
2021
Q3 | $236K | Hold |
3,370
| – | – | 0.4% | 86 |
|
|
2021
Q2 | $289K | Buy |
3,370
+195
| +6% | +$16.7K | 0.44% | 75 |
|
|
2021
Q1 | $259K | Hold |
3,175
| – | – | 0.46% | 71 |
|
|
2020
Q4 | $222K | Buy |
+3,175
| New | +$222K | 0.48% | 69 |
|
|
2020
Q1 | – | Sell |
-2,118
| Closed | -$236K | – | 67 |
|
|
2019
Q4 | $236K | Buy |
+2,118
| New | +$236K | 0.65% | 57 |
|
|
2016
Q4 | – | Sell |
-2,892
| Closed | -$233K | – | 172 |
|
|
2016
Q3 | $233K | Buy |
2,892
+2,162
| +296% | +$174K | 0.64% | 38 |
|
|
2016
Q2 | $58K | Buy |
730
+49
| +7% | +$3.89K | 0.18% | 93 |
|
|
2016
Q1 | $59K | Hold |
681
| – | – | 0.2% | 86 |
|
|
2015
Q4 | $56K | Hold |
681
| – | – | 0.18% | 95 |
|
|
2015
Q3 | $52K | Hold |
681
| – | – | 0.17% | 98 |
|
|
2015
Q2 | $55K | Sell |
681
-600
| -47% | -$48.5K | 0.16% | 97 |
|
|
2015
Q1 | $101K | Hold |
1,281
| – | – | 0.29% | 73 |
|
|
2014
Q4 | $92K | Sell |
1,281
-674
| -34% | -$48.4K | 0.26% | 77 |
|
|
2014
Q3 | $159K | Hold |
1,955
| – | – | 0.43% | 53 |
|
|
2014
Q2 | $157K | Hold |
1,955
| – | – | 0.4% | 53 |
|
|
2014
Q1 | $151K | Sell |
1,955
-44
| -2% | -$3.4K | 0.41% | 54 |
|
|
2013
Q4 | $154K | Hold |
1,999
| – | – | 0.4% | 51 |
|
|
2013
Q3 | $115K | Hold |
1,999
| – | – | 0.33% | 58 |
|
|
2013
Q2 | $118K | Buy |
+1,999
| New | +$118K | 0.34% | 56 |
|