Security National Bank’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 | $126K | Hold |
1,054
| – | – | 0.02% | 149 |
|
|
2025
Q1 | $130K | Hold |
1,054
| – | – | 0.02% | 146 |
|
|
2024
Q4 | $120K | Sell |
1,054
-224
| -18% | -$25.5K | 0.02% | 146 |
|
|
2024
Q3 | $168K | Hold |
1,278
| – | – | 0.02% | 122 |
|
|
2024
Q2 | $180K | Hold |
1,278
| – | – | 0.03% | 110 |
|
|
2024
Q1 | $209K | Hold |
1,278
| – | – | 0.03% | 105 |
|
|
2023
Q4 | $170K | Buy |
+1,278
| New | +$170K | 0.04% | 113 |
|