NBT Bank’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 | $171K | Sell |
1,436
-35
| -2% | -$4.18K | 0.01% | 385 |
|
|
2025
Q1 | $182K | Sell |
1,471
-92
| -6% | -$11.4K | 0.01% | 376 |
|
|
2024
Q4 | $178K | Sell |
1,563
-1,581
| -50% | -$180K | 0.01% | 379 |
|
|
2024
Q3 | $413K | Sell |
3,144
-104
| -3% | -$13.7K | 0.03% | 305 |
|
|
2024
Q2 | $458K | Buy |
3,248
+628
| +24% | +$88.5K | 0.03% | 286 |
|
|
2024
Q1 | $428K | Buy |
2,620
+1,695
| +183% | +$277K | 0.03% | 289 |
|
|
2023
Q4 | $123K | Buy |
+925
| New | +$123K | 0.01% | 376 |
|
|
2016
Q2 | – | Sell |
-2,462
| Closed | -$214K | – | 203 |
|
|
2016
Q1 | $214K | Hold |
2,462
| – | – | 0.04% | 198 |
|
|
2015
Q4 | $201K | Sell |
2,462
-302
| -11% | -$24.7K | 0.04% | 191 |
|
|
2015
Q3 | $213K | Hold |
2,764
| – | – | 0.04% | 185 |
|
|
2015
Q2 | $223K | Sell |
2,764
-191
| -6% | -$15.4K | 0.04% | 187 |
|
|
2015
Q1 | $232K | Sell |
2,955
-312
| -10% | -$24.5K | 0.04% | 189 |
|
|
2014
Q4 | $234K | Buy |
3,267
+46
| +1% | +$3.3K | 0.04% | 185 |
|
|
2014
Q3 | $262K | Sell |
3,221
-164
| -5% | -$13.3K | 0.04% | 182 |
|
|
2014
Q2 | $272K | Sell |
3,385
-450
| -12% | -$36.2K | 0.04% | 182 |
|
|
2014
Q1 | $296K | Sell |
3,835
-82
| -2% | -$6.33K | 0.04% | 179 |
|
|
2013
Q4 | $302K | Hold |
3,917
| – | – | 0.04% | 180 |
|
|
2013
Q3 | $226K | Hold |
3,917
| – | – | 0.03% | 194 |
|
|
2013
Q2 | $231K | Buy |
+3,917
| New | +$231K | 0.03% | 193 |
|