Old Point Trust & Financial Services N A’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 | $524K | Hold |
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|
2025
Q2 | $459K | Sell |
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|
2025
Q1 | $532K | Hold |
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|
2024
Q4 | $491K | Hold |
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|
2024
Q3 | $566K | Hold |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $720K | Buy |
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|
2023
Q4 | $493K | Hold |
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|
2023
Q3 | $445K | Hold |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $375K | Hold |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $261K | Hold |
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|
2021
Q4 | $219K | Hold |
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|
2021
Q3 | $212K | Sell |
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|
2021
Q2 | $268K | Sell |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $368K | Buy |
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|
2019
Q3 | $323K | Hold |
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|
2019
Q2 | $295K | Hold |
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|
2019
Q1 | $300K | Sell |
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|
2018
Q4 | $323K | Sell |
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|
2018
Q3 | $445K | Buy |
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|
2018
Q2 | $421K | Buy |
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|
2018
Q1 | $322K | Sell |
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|
2017
Q4 | $344K | Hold |
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|
2017
Q3 | $311K | Sell |
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|
2017
Q2 | $289K | Sell |
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|
2017
Q1 | $298K | Buy |
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|
2016
Q4 | $315K | Hold |
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|
2016
Q3 | $294K | Sell |
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|
2016
Q2 | $294K | Sell |
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|
2016
Q1 | $328K | Hold |
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|
2015
Q4 | $310K | Sell |
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|
2015
Q3 | $397K | Sell |
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|
2015
Q2 | $420K | Buy |
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|
2015
Q1 | $302K | Hold |
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|
2014
Q4 | $275K | Hold |
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|
2014
Q3 | $312K | Sell |
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|
2014
Q2 | $313K | Sell |
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|
2014
Q1 | $311K | Sell |
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|
2013
Q4 | $327K | Sell |
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|
2013
Q3 | $267K | Sell |
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|
2013
Q2 | $452K | Buy |
|