Missouri Trust & Investment Company’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 | $89.4K | Sell |
749
-131
| -15% | -$15.6K | 0.03% | 162 |
|
2025
Q1 | $109K | Buy |
880
+131
| +17% | +$16.2K | 0.04% | 153 |
|
2024
Q4 | $85.3K | Sell |
749
-96
| -11% | -$10.9K | 0.03% | 168 |
|
2024
Q3 | $111K | Hold |
845
| – | – | 0.04% | 153 |
|
2024
Q2 | $119K | Hold |
845
| – | – | 0.05% | 144 |
|
2024
Q1 | $138K | Hold |
845
| – | – | 0.05% | 140 |
|
2023
Q4 | $113K | Buy |
845
+96
| +13% | +$12.8K | 0.05% | 141 |
|
2023
Q3 | $90K | Hold |
749
| – | – | 0.04% | 145 |
|
2023
Q2 | $71.4K | Hold |
749
| – | – | 0.04% | 164 |
|
2023
Q1 | $75.9K | Hold |
749
| – | – | 0.05% | 142 |
|
2022
Q4 | $78K | Hold |
749
| – | – | 0.05% | 148 |
|
2022
Q3 | $60K | Hold |
749
| – | – | 0.04% | 156 |
|
2022
Q2 | $61K | Sell |
749
-44
| -6% | -$3.58K | 0.04% | 158 |
|
2022
Q1 | $69K | Hold |
793
| – | – | 0.04% | 164 |
|
2021
Q4 | $57K | Buy |
+793
| New | +$57K | 0.03% | 182 |
|