Security National Bank’s Phillips 66 PSX Stock Holding History

Security National Bank’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$143K	Hold
2025 Q2	$126K	Hold
2025 Q1	$130K	Hold
2024 Q4	$120K	Sell
2024 Q3	$168K	Hold
2024 Q2	$180K	Hold
2024 Q1	$209K	Hold
2023 Q4	$170K	Buy