First Western Trust Bank’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,615
| Closed | -$264K | – | 205 |
|
|
2024
Q1 | $264K | Sell |
1,615
-2,413
| -60% | -$394K | 0.01% | 171 |
|
|
2023
Q4 | $536K | Hold |
4,028
| – | – | 0.03% | 121 |
|
|
2023
Q3 | $484K | Buy |
4,028
+3
| +0.1% | +$360 | 0.03% | 120 |
|
|
2023
Q2 | $384K | Sell |
4,025
-212
| -5% | -$20.2K | 0.02% | 139 |
|
|
2023
Q1 | $430K | Sell |
4,237
-16
| -0.4% | -$1.62K | 0.02% | 133 |
|
|
2022
Q4 | $443K | Buy |
+4,253
| New | +$443K | 0.03% | 125 |
|