NBT Bank’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 | $195K | Sell |
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|
2025
Q2 | $171K | Sell |
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|
2025
Q1 | $182K | Sell |
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|
2024
Q4 | $178K | Sell |
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|
2024
Q3 | $413K | Sell |
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|
2024
Q2 | $458K | Buy |
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|
2024
Q1 | $428K | Buy |
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|
2023
Q4 | $123K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $214K | Hold |
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|
2015
Q4 | $201K | Sell |
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|
2015
Q3 | $213K | Hold |
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|
2015
Q2 | $223K | Sell |
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|
2015
Q1 | $232K | Sell |
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|
2014
Q4 | $234K | Buy |
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|
2014
Q3 | $262K | Sell |
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|
2014
Q2 | $272K | Sell |
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|
2014
Q1 | $296K | Sell |
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|
2013
Q4 | $302K | Hold |
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|
2013
Q3 | $226K | Hold |
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|
2013
Q2 | $231K | Buy |
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