Riverview Trust Company’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 | $90.8K | Sell |
761
-358
| -32% | -$42.7K | 0.11% | 98 |
|
|
2025
Q1 | $138K | Hold |
1,119
| – | – | 0.14% | 127 |
|
|
2024
Q4 | $127K | Sell |
1,119
-7
| -0.6% | -$798 | 0.12% | 131 |
|
|
2024
Q3 | $148K | Buy |
1,126
+7
| +0.6% | +$920 | 0.13% | 119 |
|
|
2024
Q2 | $158K | Hold |
1,119
| – | – | 0.15% | 105 |
|
|
2024
Q1 | $183K | Buy |
+1,119
| New | +$183K | 0.14% | 103 |
|
|
2023
Q4 | – | Sell |
-1,119
| Closed | -$134K | – | 501 |
|
|
2023
Q3 | $134K | Hold |
1,119
| – | – | 0.12% | 120 |
|
|
2023
Q2 | $107K | Buy |
1,119
+529
| +90% | +$50.5K | 0.1% | 133 |
|
|
2023
Q1 | $59.8K | Hold |
590
| – | – | 0.06% | 187 |
|
|
2022
Q4 | $61K | Hold |
590
| – | – | 0.06% | 189 |
|
|
2022
Q3 | $48K | Hold |
590
| – | – | 0.05% | 212 |
|
|
2022
Q2 | $48K | Hold |
590
| – | – | 0.04% | 217 |
|
|
2022
Q1 | $51K | Buy |
590
+358
| +154% | +$30.9K | 0.04% | 221 |
|
|
2021
Q4 | $17 | Hold |
232
| – | – | 0.01% | 214 |
|
|
2021
Q3 | $16K | Hold |
232
| – | – | 0.02% | 215 |
|
|
2021
Q2 | $20K | Hold |
232
| – | – | 0.02% | 201 |
|
|
2021
Q1 | $19K | Hold |
232
| – | – | 0.02% | 199 |
|
|
2020
Q4 | $16K | Hold |
232
| – | – | 0.02% | 201 |
|
|
2020
Q3 | $12K | Hold |
232
| – | – | 0.01% | 218 |
|
|
2020
Q2 | $17K | Hold |
232
| – | – | 0.02% | 213 |
|
|
2020
Q1 | $12K | Hold |
232
| – | – | 0.01% | 228 |
|
|
2019
Q4 | $26K | Hold |
232
| – | – | 0.02% | 214 |
|
|
2019
Q3 | $24K | Hold |
232
| – | – | 0.02% | 215 |
|
|
2019
Q2 | $22K | Hold |
232
| – | – | 0.02% | 219 |
|
|
2019
Q1 | $22K | Hold |
232
| – | – | 0.02% | 224 |
|
|
2018
Q4 | $20K | Buy |
+232
| New | +$20K | 0.02% | 216 |
|