Passumpsic Savings Bank’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$371K Buy
3,260
+37
+1% +$4.22K 0.23% 72
2024
Q3
$424K Buy
3,223
+74
+2% +$9.73K 0.28% 71
2024
Q2
$445K Buy
3,149
+125
+4% +$17.6K 0.32% 61
2024
Q1
$494K Buy
+3,024
New +$494K 0.32% 66