Nicolet Bankshares’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 | $235K | Hold |
1,971
| – | – | 0.04% | 196 |
|
|
2025
Q1 | $243K | Hold |
1,971
| – | – | 0.05% | 186 |
|
|
2024
Q4 | $225K | Buy |
1,971
+198
| +11% | +$22.6K | 0.05% | 184 |
|
|
2024
Q3 | $233K | Hold |
1,773
| – | – | 0.06% | 190 |
|
|
2024
Q2 | $250K | Hold |
1,773
| – | – | 0.06% | 189 |
|
|
2024
Q1 | $290K | Hold |
1,773
| – | – | 0.07% | 185 |
|
|
2023
Q4 | $236K | Hold |
1,773
| – | – | 0.06% | 189 |
|
|
2023
Q3 | $213K | Buy |
+1,773
| New | +$213K | 0.07% | 179 |
|