Simmons 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 | $8.78M | Sell |
73,598
-721
| -1% | -$86K | 0.63% | 39 |
|
|
2025
Q1 | $9.18M | Sell |
74,319
-1,489
| -2% | -$184K | 0.69% | 39 |
|
|
2024
Q4 | $8.64M | Buy |
75,808
+2,426
| +3% | +$276K | 0.63% | 40 |
|
|
2024
Q3 | $9.65M | Buy |
73,382
+329
| +0.5% | +$43.2K | 0.7% | 37 |
|
|
2024
Q2 | $10.3M | Sell |
73,053
-529
| -0.7% | -$74.7K | 0.78% | 33 |
|
|
2024
Q1 | $12M | Buy |
73,582
+3,435
| +5% | +$561K | 0.9% | 26 |
|
|
2023
Q4 | $9.34M | Buy |
70,147
+2,317
| +3% | +$308K | 0.76% | 32 |
|
|
2023
Q3 | $8.15M | Buy |
67,830
+3,162
| +5% | +$380K | 0.72% | 37 |
|
|
2023
Q2 | $6.17M | Buy |
64,668
+3,796
| +6% | +$362K | 0.52% | 52 |
|
|
2023
Q1 | $6.17M | Buy |
60,872
+7,680
| +14% | +$779K | 0.53% | 51 |
|
|
2022
Q4 | $5.54M | Sell |
53,192
-219
| -0.4% | -$22.8K | 0.48% | 59 |
|
|
2022
Q3 | $4.31M | Buy |
53,411
+817
| +2% | +$65.9K | 0.4% | 64 |
|
|
2022
Q2 | $4.31M | Buy |
52,594
+5,913
| +13% | +$485K | 0.38% | 72 |
|
|
2022
Q1 | $4.03M | Buy |
46,681
+184
| +0.4% | +$15.9K | 0.3% | 84 |
|
|
2021
Q4 | $3.37M | Sell |
46,497
-2,706
| -5% | -$196K | 0.24% | 94 |
|
|
2021
Q3 | $3.45M | Sell |
49,203
-898
| -2% | -$62.9K | 0.25% | 91 |
|
|
2021
Q2 | $4.3M | Sell |
50,101
-1,092
| -2% | -$93.7K | 0.31% | 80 |
|
|
2021
Q1 | $4.17M | Sell |
51,193
-349
| -0.7% | -$28.5K | 0.32% | 78 |
|
|
2020
Q4 | $3.61M | Buy |
51,542
+4,909
| +11% | +$343K | 0.29% | 84 |
|
|
2020
Q3 | $2.42M | Sell |
46,633
-543
| -1% | -$28.2K | 0.2% | 115 |
|
|
2020
Q2 | $3.39M | Buy |
47,176
+3,521
| +8% | +$253K | 0.28% | 85 |
|
|
2020
Q1 | $2.34M | Buy |
43,655
+3,045
| +7% | +$163K | 0.2% | 95 |
|
|
2019
Q4 | $4.52M | Sell |
40,610
-252
| -0.6% | -$28.1K | 0.41% | 57 |
|
|
2019
Q3 | $4.18M | Sell |
40,862
-898
| -2% | -$91.9K | 0.41% | 56 |
|
|
2019
Q2 | $3.91M | Buy |
41,760
+6,318
| +18% | +$591K | 0.38% | 58 |
|
|
2019
Q1 | $3.37M | Buy |
35,442
+432
| +1% | +$41.1K | 0.33% | 63 |
|
|
2018
Q4 | $3.02M | Buy |
35,010
+11,239
| +47% | +$968K | 0.34% | 61 |
|
|
2018
Q3 | $2.68M | Buy |
23,771
+1,073
| +5% | +$121K | 0.26% | 84 |
|
|
2018
Q2 | $2.55M | Buy |
22,698
+125
| +0.6% | +$14K | 0.23% | 88 |
|
|
2018
Q1 | $2.17M | Buy |
22,573
+48
| +0.2% | +$4.6K | 0.19% | 97 |
|
|
2017
Q4 | $2.28M | Sell |
22,525
-1,066
| -5% | -$108K | 0.23% | 93 |
|
|
2017
Q3 | $2.16M | Buy |
23,591
+5,906
| +33% | +$541K | 0.22% | 98 |
|
|
2017
Q2 | $1.46M | Sell |
17,685
-147
| -0.8% | -$12.2K | 0.16% | 121 |
|
|
2017
Q1 | $1.41M | Buy |
17,832
+320
| +2% | +$25.4K | 0.16% | 119 |
|
|
2016
Q4 | $1.51M | Hold |
17,512
| – | – | 0.17% | 118 |
|
|
2016
Q3 | $1.41M | Sell |
17,512
-268
| -2% | -$21.6K | 0.16% | 119 |
|
|
2016
Q2 | $1.41M | Buy |
17,780
+2,560
| +17% | +$203K | 0.16% | 121 |
|
|
2016
Q1 | $1.32M | Buy |
+15,220
| New | +$1.32M | 0.15% | 132 |
|