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Pinnacle Bancorp’s Phillips 66 PSX Stock Holding History

Pinnacle Bancorp’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$309K Buy
2,594
+150
+6% +$17.9K 0.1% 175
2025
Q1 		$302K Sell
2,444
-91
-4% -$11.2K 0.1% 169
2024
Q4 		$289K Buy
2,535
+95
+4% +$10.8K 0.09% 172
2024
Q3 		$321K Hold
2,440
– – 0.09% 163
2024
Q2 		$344K Sell
2,440
-125
-5% -$17.6K 0.1% 139
2024
Q1 		$419K Buy
2,565
+180
+8% +$29.4K 0.12% 114
2023
Q4 		$318K Buy
2,385
+91
+4% +$12.1K 0.1% 140
2023
Q3 		$276K Buy
2,294
+150
+7% +$18K 0.1% 151
2023
Q2 		$204K Hold
2,144
– – 0.07% 186
2023
Q1 		$217K Hold
2,144
– – 0.08% 183
2022
Q4 		$223K Sell
2,144
-37
-2% -$3.85K 0.09% 175
2022
Q3 		$176K Hold
2,181
– – 0.08% 185
2022
Q2 		$179K Hold
2,181
– – 0.07% 178
2022
Q1 		$188K Buy
2,181
+185
+9% +$15.9K 0.07% 178
2021
Q4 		$145K Hold
1,996
– – 0.05% 204
2021
Q3 		$140K Hold
1,996
– – 0.06% 199
2021
Q2 		$171K Hold
1,996
– – 0.08% 177
2021
Q1 		$163K Hold
1,996
– – 0.08% 170
2020
Q4 		$140K Hold
1,996
– – 0.09% 179
2020
Q3 		$103K Sell
1,996
-221
-10% -$11.4K 0.07% 207
2020
Q2 		$159K Sell
2,217
-335
-13% -$24K 0.12% 154
2020
Q1 		$137K Sell
2,552
-280
-10% -$15K 0.12% 153
2019
Q4 		$316K Sell
2,832
-958
-25% -$107K 0.22% 90
2019
Q3 		$388K Sell
3,790
-2,132
-36% -$218K 0.22% 74
2019
Q2 		$554K Hold
5,922
– – 0.31% 52
2019
Q1 		$564K Sell
5,922
-361
-6% -$34.4K 0.33% 51
2018
Q4 		$541K Buy
+6,283
New +$541K 0.33% 49
2017
Q1 		$695K Buy
+8,770
New +$695K 0.49% 38