MidWestOne Financial Group’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 | $209K | Sell |
1,751
-141
| -7% | -$16.8K | 0.03% | 279 |
|
|
2025
Q1 | $234K | Hold |
1,892
| – | – | 0.03% | 255 |
|
|
2024
Q4 | $216K | Buy |
1,892
+154
| +9% | +$17.5K | 0.03% | 272 |
|
|
2024
Q3 | $228K | Hold |
1,738
| – | – | 0.03% | 270 |
|
|
2024
Q2 | $245K | Buy |
1,738
+11
| +0.6% | +$1.55K | 0.04% | 265 |
|
|
2024
Q1 | $282K | Hold |
1,727
| – | – | 0.05% | 257 |
|
|
2023
Q4 | $230K | Sell |
1,727
-12
| -0.7% | -$1.6K | 0.04% | 262 |
|
|
2023
Q3 | $209K | Buy |
+1,739
| New | +$209K | 0.05% | 259 |
|
|
2020
Q1 | – | Sell |
-2,404
| Closed | -$267K | – | 220 |
|
|
2019
Q4 | $267K | Buy |
2,404
+260
| +12% | +$28.9K | 0.06% | 204 |
|
|
2019
Q3 | $220K | Sell |
2,144
-48
| -2% | -$4.93K | 0.07% | 203 |
|
|
2019
Q2 | $205K | Buy |
+2,192
| New | +$205K | 0.06% | 249 |
|