First National 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
Q2 | $847K | Sell |
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|
2025
Q1 | $939K | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $899K | Sell |
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|
2023
Q1 | $985K | Buy |
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|
2022
Q4 | $993K | Buy |
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|
2022
Q3 | $762K | Buy |
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|
2022
Q2 | $770K | Buy |
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|
2022
Q1 | $808K | Buy |
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|
2021
Q4 | $663K | Sell |
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|
2021
Q3 | $710K | Buy |
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|
2021
Q2 | $863K | Buy |
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|
2021
Q1 | $629K | Sell |
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|
2020
Q4 | $770K | Sell |
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|
2020
Q3 | $667K | Sell |
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|
2020
Q2 | $991K | Buy |
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|
2020
Q1 | $677K | Sell |
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|
2019
Q4 | $1.63M | Sell |
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|
2019
Q3 | $1.68M | Sell |
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|
2019
Q2 | $2.13M | Sell |
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|
2019
Q1 | $3.98M | Sell |
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|
2018
Q4 | $4.34M | Buy |
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|
2018
Q3 | $5.24M | Buy |
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|
2018
Q2 | $5.07M | Buy |
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|
2018
Q1 | $4.04M | Buy |
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|
2017
Q4 | $3.62M | Buy |
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|
2017
Q3 | $3.27M | Sell |
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|
2017
Q2 | $2.99M | Buy |
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|
2017
Q1 | $2.7M | Buy |
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|
2016
Q4 | $2.34M | Buy |
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|
2016
Q3 | $1.99M | Buy |
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|
2016
Q2 | $1.48M | Buy |
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|
2016
Q1 | $1.16M | Buy |
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|
2015
Q4 | $733K | Buy |
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|
2015
Q3 | $285K | Buy |
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|
2015
Q2 | $273K | Buy |
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