Hilltop National 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
$1.18M Buy
+9,904
New +$1.18M 0.31% 91
2024
Q4
$1.03M Buy
9,006
+1,968
+28% +$224K 0.31% 87
2024
Q3
$925K Buy
7,038
+465
+7% +$61.1K 0.28% 91
2024
Q2
$928K Buy
6,573
+566
+9% +$79.9K 0.3% 90
2024
Q1
$981K Buy
+6,007
New +$981K 0.33% 88