Pinnacle Financial Partners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $769K | Sell |
6,305
-108
| -2% | -$13.2K | 0.02% | 294 |
|
|
2024
Q4 | $749K | Buy |
6,413
+637
| +11% | +$74.4K | 0.02% | 291 |
|
|
2024
Q3 | $759K | Sell |
5,776
-1,311
| -18% | -$172K | 0.02% | 293 |
|
|
2024
Q2 | $1.02M | Buy |
7,087
+132
| +2% | +$19.1K | 0.02% | 275 |
|
|
2024
Q1 | $1.14M | Buy |
6,955
+2,163
| +45% | +$353K | 0.02% | 258 |
|
|
2023
Q4 | $638K | Buy |
4,792
+172
| +4% | +$22.9K | 0.02% | 292 |
|
|
2023
Q3 | $555K | Buy |
4,620
+71
| +2% | +$8.53K | 0.01% | 290 |
|
|
2023
Q2 | $434K | Buy |
4,549
+11
| +0.2% | +$1.05K | 0.01% | 309 |
|
|
2023
Q1 | $460K | Buy |
4,538
+116
| +3% | +$11.8K | 0.01% | 298 |
|
|
2022
Q4 | $460K | Hold |
4,422
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $357K | Buy |
4,422
+498
| +13% | +$40.2K | 0.01% | 302 |
|
|
2022
Q2 | $321K | Sell |
3,924
-25
| -0.6% | -$2.05K | 0.01% | 308 |
|
|
2022
Q1 | $341K | Sell |
3,949
-1,003
| -20% | -$86.6K | 0.01% | 309 |
|
|
2021
Q4 | $359K | Sell |
4,952
-67
| -1% | -$4.86K | 0.01% | 320 |
|
|
2021
Q3 | $352K | Sell |
5,019
-64
| -1% | -$4.49K | 0.01% | 308 |
|
|
2021
Q2 | $436K | Buy |
5,083
+1,155
| +29% | +$99.1K | 0.02% | 277 |
|
|
2021
Q1 | $307K | Sell |
3,928
-688
| -15% | -$53.8K | 0.01% | 297 |
|
|
2020
Q4 | $302K | Sell |
4,616
-961
| -17% | -$62.9K | 0.01% | 300 |
|
|
2020
Q3 | $289K | Buy |
5,577
+1,243
| +29% | +$64.4K | 0.02% | 287 |
|
|
2020
Q2 | $312K | Sell |
4,334
-3,457
| -44% | -$249K | 0.02% | 279 |
|
|
2020
Q1 | $418K | Sell |
7,791
-385
| -5% | -$20.7K | 0.03% | 247 |
|
|
2019
Q4 | $911K | Buy |
8,176
+1,495
| +22% | +$167K | 0.06% | 216 |
|
|
2019
Q3 | $684K | Buy |
6,681
+807
| +14% | +$82.6K | 0.05% | 221 |
|
|
2019
Q2 | $549K | Sell |
5,874
-165
| -3% | -$15.4K | 0.04% | 234 |
|
|
2019
Q1 | $575K | Sell |
6,039
-250
| -4% | -$23.8K | 0.05% | 226 |
|
|
2018
Q4 | $542K | Buy |
6,289
+45
| +0.7% | +$3.88K | 0.05% | 219 |
|
|
2018
Q3 | $704K | Buy |
6,244
+900
| +17% | +$101K | 0.06% | 211 |
|
|
2018
Q2 | $600K | Sell |
5,344
-66
| -1% | -$7.41K | 0.06% | 214 |
|
|
2018
Q1 | $519K | Buy |
5,410
+908
| +20% | +$87.1K | 0.05% | 214 |
|
|
2017
Q4 | $455K | Buy |
4,502
+981
| +28% | +$99.1K | 0.05% | 215 |
|
|
2017
Q3 | $322K | Hold |
3,521
| – | – | 0.04% | 224 |
|
|
2017
Q2 | $291K | Buy |
+3,521
| New | +$291K | 0.04% | 242 |
|
|
2016
Q4 | – | Sell |
-268
| Closed | -$22K | – | 271 |
|
|
2016
Q3 | $22K | Hold |
268
| – | – | 0.01% | 276 |
|
|
2016
Q2 | $21K | Hold |
268
| – | – | ﹤0.01% | 266 |
|
|
2016
Q1 | $23K | Buy |
+268
| New | +$23K | 0.01% | 239 |
|
|
2013
Q4 | – | Sell |
-268
| Closed | -$15K | – | 193 |
|
|
2013
Q3 | $15K | Hold |
268
| – | – | 0.01% | 143 |
|
|
2013
Q2 | $16K | Buy |
+268
| New | +$16K | 0.01% | 133 |
|