Independence Bank of Kentucky’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 | $411K | Sell |
3,441
-10
| -0.3% | -$1.19K | 0.06% | 217 |
|
|
2025
Q1 | $426K | Buy |
3,451
+137
| +4% | +$16.9K | 0.07% | 210 |
|
|
2024
Q4 | $378K | Buy |
3,314
+1,748
| +112% | +$199K | 0.06% | 221 |
|
|
2024
Q3 | $206K | Buy |
1,566
+495
| +46% | +$65.1K | 0.04% | 250 |
|
|
2024
Q2 | $151K | Buy |
1,071
+270
| +34% | +$38.1K | 0.04% | 262 |
|
|
2024
Q1 | $131K | Buy |
801
+5
| +0.6% | +$817 | 0.04% | 258 |
|
|
2023
Q4 | $106K | Buy |
796
+771
| +3,084% | +$103K | 0.04% | 253 |
|
|
2023
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 456 |
|
|
2023
Q2 | $2.39K | Hold |
25
| – | – | ﹤0.01% | 477 |
|
|
2023
Q1 | $2.54K | Hold |
25
| – | – | ﹤0.01% | 408 |
|
|
2022
Q4 | $3K | Sell |
25
-13
| -34% | -$1.56K | ﹤0.01% | 408 |
|
|
2022
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 399 |
|
|
2022
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 395 |
|
|
2022
Q1 | $3K | Buy |
38
+25
| +192% | +$1.97K | ﹤0.01% | 394 |
|
|
2021
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 395 |
|
|
2021
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 395 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$16K | – | 395 |
|
|
2021
Q1 | $16K | Buy |
+200
| New | +$16K | 0.01% | 311 |
|