First United Bank & Trust’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 | $19.7K | Hold |
165
| – | – | 0.01% | 276 |
|
|
2025
Q1 | $20.4K | Sell |
165
-35
| -18% | -$4.32K | 0.01% | 281 |
|
|
2024
Q4 | $22.8K | Hold |
200
| – | – | 0.01% | 274 |
|
|
2024
Q3 | $26.3K | Hold |
200
| – | – | 0.01% | 260 |
|
|
2024
Q2 | $28.2K | Sell |
200
-35
| -15% | -$4.94K | 0.01% | 265 |
|
|
2024
Q1 | $38.4K | Hold |
235
| – | – | 0.01% | 262 |
|
|
2023
Q4 | $31.3K | Buy |
+235
| New | +$31.3K | 0.01% | 270 |
|