Peoples Bank (Ohio)’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 | $750K | Sell |
6,289
-150
| -2% | -$17.9K | 0.46% | 41 |
|
|
2025
Q1 | $795K | Sell |
6,439
-505
| -7% | -$62.4K | 0.52% | 39 |
|
|
2024
Q4 | $791K | Sell |
6,944
-380
| -5% | -$43.3K | 0.47% | 43 |
|
|
2024
Q3 | $963K | Sell |
7,324
-150
| -2% | -$19.7K | 0.49% | 45 |
|
|
2024
Q2 | $1.06M | Sell |
7,474
-80
| -1% | -$11.3K | 0.55% | 41 |
|
|
2024
Q1 | $1.23M | Sell |
7,554
-116
| -2% | -$18.9K | 0.69% | 33 |
|
|
2023
Q4 | $1.02M | Sell |
7,670
-125
| -2% | -$16.6K | 0.6% | 35 |
|
|
2023
Q3 | $937K | Sell |
7,795
-5
| -0.1% | -$601 | 0.61% | 37 |
|
|
2023
Q2 | $744K | Sell |
7,800
-10
| -0.1% | -$954 | 0.46% | 46 |
|
|
2023
Q1 | $792K | Sell |
7,810
-215
| -3% | -$21.8K | 0.51% | 39 |
|
|
2022
Q4 | $835K | Sell |
8,025
-155
| -2% | -$16.1K | 0.54% | 38 |
|
|
2022
Q3 | $660K | Sell |
8,180
-5
| -0.1% | -$403 | 0.44% | 49 |
|
|
2022
Q2 | $671K | Buy |
8,185
+155
| +2% | +$12.7K | 0.41% | 52 |
|
|
2022
Q1 | $694K | Buy |
8,030
+800
| +11% | +$69.1K | 0.35% | 57 |
|
|
2021
Q4 | $524K | Buy |
7,230
+650
| +10% | +$47.1K | 0.26% | 67 |
|
|
2021
Q3 | $461K | Sell |
6,580
-50
| -0.8% | -$3.5K | 0.25% | 67 |
|
|
2021
Q2 | $569K | Sell |
6,630
-145
| -2% | -$12.4K | 0.3% | 56 |
|
|
2021
Q1 | $552K | Buy |
6,775
+950
| +16% | +$77.4K | 0.3% | 57 |
|
|
2020
Q4 | $407K | Sell |
5,825
-272
| -4% | -$19K | 0.24% | 67 |
|
|
2020
Q3 | $316K | Buy |
6,097
+95
| +2% | +$4.92K | 0.21% | 74 |
|
|
2020
Q2 | $432K | Buy |
6,002
+553
| +10% | +$39.8K | 0.3% | 61 |
|
|
2020
Q1 | $293K | Buy |
5,449
+174
| +3% | +$9.36K | 0.24% | 64 |
|
|
2019
Q4 | $587K | Buy |
5,275
+148
| +3% | +$16.5K | 0.36% | 49 |
|
|
2019
Q3 | $525K | Buy |
5,127
+12
| +0.2% | +$1.23K | 0.34% | 51 |
|
|
2019
Q2 | $479K | Buy |
5,115
+243
| +5% | +$22.8K | 0.3% | 55 |
|
|
2019
Q1 | $464K | Buy |
4,872
+50
| +1% | +$4.76K | 0.29% | 58 |
|
|
2018
Q4 | $415K | Buy |
4,822
+175
| +4% | +$15.1K | 0.28% | 64 |
|
|
2018
Q3 | $524K | Sell |
4,647
-446
| -9% | -$50.3K | 0.3% | 55 |
|
|
2018
Q2 | $572K | Sell |
5,093
-10
| -0.2% | -$1.12K | 0.33% | 51 |
|
|
2018
Q1 | $490K | Sell |
5,103
-227
| -4% | -$21.8K | 0.29% | 53 |
|
|
2017
Q4 | $539K | Buy |
5,330
+250
| +5% | +$25.3K | 0.31% | 50 |
|
|
2017
Q3 | $466K | Buy |
5,080
+100
| +2% | +$9.17K | 0.25% | 61 |
|
|
2017
Q2 | $411K | Sell |
4,980
-25
| -0.5% | -$2.06K | 0.23% | 65 |
|
|
2017
Q1 | $397K | Buy |
5,005
+905
| +22% | +$71.8K | 0.22% | 65 |
|
|
2016
Q4 | $354K | Buy |
4,100
+255
| +7% | +$22K | 0.2% | 67 |
|
|
2016
Q3 | $310K | Buy |
3,845
+25
| +0.7% | +$2.02K | 0.19% | 72 |
|
|
2016
Q2 | $303K | Buy |
+3,820
| New | +$303K | 0.19% | 72 |
|