Moody National Bank Trust Division’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 | $463K | Sell |
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|
2025
Q2 | $412K | Sell |
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|
2025
Q1 | $466K | Buy |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $403K | Buy |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $931K | Buy |
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|
2023
Q1 | $974K | Buy |
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|
2022
Q4 | $994K | Buy |
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|
2022
Q3 | $761K | Buy |
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|
2022
Q2 | $419K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $632K | Buy |
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|
2021
Q2 | $773K | Hold |
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|
2021
Q1 | $736K | Sell |
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|
2020
Q4 | $648K | Buy |
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|
2020
Q3 | $438K | Sell |
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|
2020
Q2 | $616K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $57K | Buy |
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|
2018
Q4 | $30K | Buy |
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|
2018
Q3 | $8K | Buy |
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