Pinnacle Financial Partners’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 | $768K | Sell |
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|
2025
Q2 | $814K | Buy |
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|
2025
Q1 | $769K | Sell |
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|
2024
Q4 | $749K | Buy |
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|
2024
Q3 | $759K | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $638K | Buy |
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|
2023
Q3 | $555K | Buy |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $460K | Buy |
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|
2022
Q4 | $460K | Hold |
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|
2022
Q3 | $357K | Buy |
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|
2022
Q2 | $321K | Sell |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $359K | Sell |
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|
2021
Q3 | $352K | Sell |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $307K | Sell |
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|
2020
Q4 | $302K | Sell |
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|
2020
Q3 | $289K | Buy |
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|
2020
Q2 | $312K | Sell |
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|
2020
Q1 | $418K | Sell |
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|
2019
Q4 | $911K | Buy |
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|
2019
Q3 | $684K | Buy |
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|
2019
Q2 | $549K | Sell |
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|
2019
Q1 | $575K | Sell |
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|
2018
Q4 | $542K | Buy |
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|
2018
Q3 | $704K | Buy |
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|
2018
Q2 | $600K | Sell |
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|
2018
Q1 | $519K | Buy |
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|
2017
Q4 | $455K | Buy |
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|
2017
Q3 | $322K | Hold |
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|
2017
Q2 | $291K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $22K | Hold |
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|
2016
Q2 | $21K | Hold |
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|
2016
Q1 | $23K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $15K | Hold |
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|
2013
Q2 | $16K | Buy |
|