NFG
Nations Financial Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Sell |
34,139
-140
| -0.4% | -$16.7K | 0.28% | 86 |
|
|
2025
Q1 | $4.23M | Sell |
34,279
-6,448
| -16% | -$796K | 0.32% | 73 |
|
|
2024
Q4 | $4.64M | Sell |
40,727
-3,585
| -8% | -$408K | 0.34% | 74 |
|
|
2024
Q3 | $5.82M | Buy |
44,312
+2,361
| +6% | +$310K | 0.42% | 51 |
|
|
2024
Q2 | $5.92M | Buy |
41,951
+2,033
| +5% | +$287K | 0.48% | 39 |
|
|
2024
Q1 | $6.52M | Buy |
39,918
+407
| +1% | +$66.5K | 0.55% | 29 |
|
|
2023
Q4 | $5.26M | Sell |
39,511
-1,506
| -4% | -$201K | 0.49% | 42 |
|
|
2023
Q3 | $4.93M | Buy |
41,017
+5,897
| +17% | +$709K | 0.5% | 37 |
|
|
2023
Q2 | $3.35M | Buy |
35,120
+214
| +0.6% | +$20.4K | 0.33% | 67 |
|
|
2023
Q1 | $3.54M | Buy |
34,906
+2,632
| +8% | +$267K | 0.37% | 59 |
|
|
2022
Q4 | $3.36M | Buy |
32,274
+23,347
| +262% | +$2.43M | 0.38% | 60 |
|
|
2022
Q3 | $721K | Buy |
8,927
+30
| +0.3% | +$2.42K | 0.1% | 216 |
|
|
2022
Q2 | $730K | Buy |
8,897
+1,955
| +28% | +$160K | 0.1% | 229 |
|
|
2022
Q1 | $600K | Buy |
6,942
+3,201
| +86% | +$277K | 0.07% | 288 |
|
|
2021
Q4 | $271K | Buy |
+3,741
| New | +$271K | 0.04% | 408 |
|
|
2021
Q3 | – | Sell |
-2,447
| Closed | -$210K | – | 451 |
|
|
2021
Q2 | $210K | Buy |
+2,447
| New | +$210K | 0.04% | 383 |
|
|
2020
Q1 | – | Sell |
-2,663
| Closed | -$297K | – | 285 |
|
|
2019
Q4 | $297K | Sell |
2,663
-19
| -0.7% | -$2.12K | 0.1% | 232 |
|
|
2019
Q3 | $313K | Buy |
2,682
+63
| +2% | +$7.35K | 0.11% | 223 |
|
|
2019
Q2 | $245K | Buy |
2,619
+226
| +9% | +$21.1K | 0.16% | 148 |
|
|
2019
Q1 | $228K | Buy |
+2,393
| New | +$228K | 0.16% | 153 |
|
|
2018
Q4 | – | Sell |
-2,331
| Closed | -$263K | – | 173 |
|
|
2018
Q3 | $263K | Buy |
2,331
+106
| +5% | +$12K | 0.19% | 139 |
|
|
2018
Q2 | $250K | Buy |
2,225
+11
| +0.5% | +$1.24K | 0.21% | 135 |
|
|
2018
Q1 | $212K | Buy |
2,214
+51
| +2% | +$4.88K | 0.19% | 141 |
|
|
2017
Q4 | $219K | Buy |
+2,163
| New | +$219K | 0.2% | 137 |
|
|
2017
Q1 | – | Sell |
-256,632
| Closed | -$226K | – | 155 |
|
|
2016
Q4 | $226K | Buy |
256,632
+253,231
| +7,446% | +$223K | 0.24% | 130 |
|
|
2016
Q3 | $274K | Sell |
3,401
-368
| -10% | -$29.6K | 0.27% | 116 |
|
|
2016
Q2 | $299K | Buy |
3,769
+205
| +6% | +$16.3K | 0.31% | 101 |
|
|
2016
Q1 | $309K | Buy |
3,564
+606
| +20% | +$52.5K | 0.36% | 87 |
|
|
2015
Q4 | $242K | Buy |
+2,958
| New | +$242K | 0.31% | 99 |
|