Sanibel Captiva 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 | $1.01M | Buy |
8,497
+2,608
| +44% | +$311K | 0.03% | 225 |
|
|
2025
Q1 | $727K | Sell |
5,889
-950
| -14% | -$117K | 0.02% | 245 |
|
|
2024
Q4 | $779K | Sell |
6,839
-30
| -0.4% | -$3.42K | 0.02% | 239 |
|
|
2024
Q3 | $903K | Buy |
6,869
+203
| +3% | +$26.7K | 0.03% | 227 |
|
|
2024
Q2 | $941K | Hold |
6,666
| – | – | 0.03% | 213 |
|
|
2024
Q1 | $1.09M | Sell |
6,666
-96
| -1% | -$15.7K | 0.04% | 194 |
|
|
2023
Q4 | $900K | Buy |
+6,762
| New | +$900K | 0.03% | 195 |
|