Montecito Bank & Trust’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $735K | Buy |
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|
2025
Q1 | $638K | Sell |
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|
2024
Q4 | $593K | Buy |
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|
2024
Q3 | $584K | Buy |
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|
2024
Q2 | $624K | Sell |
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|
2024
Q1 | $729K | Sell |
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|
2023
Q4 | $626K | Buy |
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|
2023
Q3 | $412K | Sell |
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|
2023
Q2 | $360K | Hold |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $392K | Hold |
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|
2022
Q3 | $304K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $265K | Hold |
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|
2019
Q3 | $244K | Sell |
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|
2019
Q2 | $250K | Buy |
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|
2019
Q1 | $245K | Hold |
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|
2018
Q4 | $222K | Hold |
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|
2018
Q3 | $290K | Buy |
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|
2018
Q2 | $278K | Buy |
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|
2018
Q1 | $211K | Hold |
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|
2017
Q4 | $223K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $161K | Buy |
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