Indiana Trust & Investment Management’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 | $232K | Hold |
1,945
| – | – | 0.08% | 162 |
|
|
2025
Q1 | $240K | Hold |
1,945
| – | – | 0.09% | 150 |
|
|
2024
Q4 | $222K | Hold |
1,945
| – | – | 0.08% | 165 |
|
|
2024
Q3 | $256K | Hold |
1,945
| – | – | 0.09% | 147 |
|
|
2024
Q2 | $275K | Buy |
1,945
+1,500
| +337% | +$212K | 0.1% | 135 |
|
|
2024
Q1 | $72.7K | Buy |
+445
| New | +$72.7K | 0.03% | 252 |
|
|
2014
Q1 | – | Sell |
-1,123
| Closed | -$87K | – | 203 |
|
|
2013
Q4 | $87K | Buy |
1,123
+33
| +3% | +$2.56K | 0.05% | 138 |
|
|
2013
Q3 | $63K | Buy |
+1,090
| New | +$63K | 0.04% | 156 |
|