Fulton Bank’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 | $505K | Buy |
4,231
+665
| +19% | +$79.3K | 0.02% | 429 |
|
|
2025
Q1 | $440K | Sell |
3,566
-1,226
| -26% | -$151K | 0.02% | 438 |
|
|
2024
Q4 | $546K | Buy |
4,792
+404
| +9% | +$46K | 0.02% | 400 |
|
|
2024
Q3 | $577K | Sell |
4,388
-1,067
| -20% | -$140K | 0.02% | 378 |
|
|
2024
Q2 | $770K | Buy |
5,455
+328
| +6% | +$46.3K | 0.03% | 311 |
|
|
2024
Q1 | $837K | Buy |
5,127
+791
| +18% | +$129K | 0.03% | 305 |
|
|
2023
Q4 | $577K | Buy |
4,336
+2,167
| +100% | +$289K | 0.03% | 350 |
|
|
2023
Q3 | $261K | Buy |
2,169
+63
| +3% | +$7.57K | 0.01% | 489 |
|
|
2023
Q2 | $201K | Buy |
2,106
+47
| +2% | +$4.48K | 0.01% | 536 |
|
|
2023
Q1 | $209K | Buy |
+2,059
| New | +$209K | 0.01% | 523 |
|
|
2018
Q4 | – | Sell |
-2,182
| Closed | -$246K | – | 434 |
|
|
2018
Q3 | $246K | Buy |
2,182
+25
| +1% | +$2.82K | 0.02% | 400 |
|
|
2018
Q2 | $243K | Sell |
2,157
-20
| -0.9% | -$2.25K | 0.02% | 400 |
|
|
2018
Q1 | $209K | Sell |
2,177
-1,558
| -42% | -$150K | 0.01% | 419 |
|
|
2017
Q4 | $378K | Sell |
3,735
-333
| -8% | -$33.7K | 0.03% | 326 |
|
|
2017
Q3 | $372K | Buy |
4,068
+378
| +10% | +$34.6K | 0.03% | 330 |
|
|
2017
Q2 | $305K | Sell |
3,690
-453
| -11% | -$37.4K | 0.02% | 351 |
|
|
2017
Q1 | $328K | Sell |
4,143
-767
| -16% | -$60.7K | 0.03% | 336 |
|
|
2016
Q4 | $424K | Sell |
4,910
-33
| -0.7% | -$2.85K | 0.04% | 265 |
|
|
2016
Q3 | $399K | Sell |
4,943
-706
| -12% | -$57K | 0.04% | 294 |
|
|
2016
Q2 | $448K | Buy |
+5,649
| New | +$448K | 0.04% | 253 |
|
|
2015
Q3 | – | Sell |
-2,715
| Closed | -$219K | – | 385 |
|
|
2015
Q2 | $219K | Sell |
2,715
-59
| -2% | -$4.76K | 0.02% | 362 |
|
|
2015
Q1 | $218K | Buy |
+2,774
| New | +$218K | 0.02% | 361 |
|
|
2014
Q4 | – | Sell |
-2,885
| Closed | -$234K | – | 387 |
|
|
2014
Q3 | $234K | Sell |
2,885
-549
| -16% | -$44.5K | 0.03% | 322 |
|
|
2014
Q2 | $277K | Buy |
3,434
+159
| +5% | +$12.8K | 0.03% | 283 |
|
|
2014
Q1 | $252K | Buy |
3,275
+5
| +0.2% | +$385 | 0.03% | 288 |
|
|
2013
Q4 | $252K | Buy |
+3,270
| New | +$252K | 0.03% | 294 |
|