Truist Financial’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.2M | Buy |
588,650
+2,135
| +0.4% | +$255K | 0.1% | 184 |
|
|
2025
Q1 | $72.4M | Buy |
586,515
+13,232
| +2% | +$1.63M | 0.12% | 169 |
|
|
2024
Q4 | $65.3M | Buy |
573,283
+4,336
| +0.8% | +$494K | 0.1% | 181 |
|
|
2024
Q3 | $74.8M | Buy |
568,947
+25,389
| +5% | +$3.34M | 0.12% | 169 |
|
|
2024
Q2 | $76.7M | Sell |
543,558
-25,954
| -5% | -$3.66M | 0.12% | 173 |
|
|
2024
Q1 | $93M | Buy |
569,512
+11,905
| +2% | +$1.94M | 0.14% | 147 |
|
|
2023
Q4 | $74.2M | Buy |
557,607
+25,366
| +5% | +$3.38M | 0.12% | 169 |
|
|
2023
Q3 | $63.9M | Buy |
532,241
+34,573
| +7% | +$4.15M | 0.11% | 181 |
|
|
2023
Q2 | $47.5M | Sell |
497,668
-2,203
| -0.4% | -$210K | 0.08% | 228 |
|
|
2023
Q1 | $50.7M | Sell |
499,871
-2,423
| -0.5% | -$246K | 0.09% | 215 |
|
|
2022
Q4 | $52.3M | Buy |
502,294
+59,193
| +13% | +$6.16M | 0.09% | 204 |
|
|
2022
Q3 | $35.8M | Buy |
443,101
+39,327
| +10% | +$3.17M | 0.07% | 251 |
|
|
2022
Q2 | $33.1M | Buy |
403,774
+133,924
| +50% | +$11M | 0.06% | 284 |
|
|
2022
Q1 | $23.3M | Sell |
269,850
-28,196
| -9% | -$2.44M | 0.04% | 378 |
|
|
2021
Q4 | $21.6M | Sell |
298,046
-20,244
| -6% | -$1.47M | 0.03% | 407 |
|
|
2021
Q3 | $22.3M | Sell |
318,290
-86,648
| -21% | -$6.07M | 0.04% | 384 |
|
|
2021
Q2 | $34.8M | Sell |
404,938
-336,515
| -45% | -$28.9M | 0.06% | 305 |
|
|
2021
Q1 | $60.5M | Sell |
741,453
-277,985
| -27% | -$22.7M | 0.11% | 201 |
|
|
2020
Q4 | $71.3M | Sell |
1,019,438
-301,522
| -23% | -$21.1M | 0.14% | 163 |
|
|
2020
Q3 | $68.5M | Sell |
1,320,960
-202,206
| -13% | -$10.5M | 0.15% | 154 |
|
|
2020
Q2 | $110M | Sell |
1,523,166
-109,713
| -7% | -$7.89M | 0.25% | 103 |
|
|
2020
Q1 | $87.6M | Sell |
1,632,879
-1,760
| -0.1% | -$94.4K | 0.23% | 106 |
|
|
2019
Q4 | $182M | Buy |
1,634,639
+1,444,086
| +758% | +$161M | 0.37% | 63 |
|
|
2019
Q3 | $19.5M | Buy |
190,553
+10,167
| +6% | +$1.04M | 0.33% | 75 |
|
|
2019
Q2 | $16.9M | Buy |
180,386
+16,023
| +10% | +$1.5M | 0.29% | 90 |
|
|
2019
Q1 | $15.6M | Buy |
164,363
+29,443
| +22% | +$2.8M | 0.28% | 94 |
|
|
2018
Q4 | $11.6M | Buy |
134,920
+62,834
| +87% | +$5.41M | 0.24% | 112 |
|
|
2018
Q3 | $8.13M | Buy |
72,086
+3,307
| +5% | +$373K | 0.15% | 163 |
|
|
2018
Q2 | $7.72M | Sell |
68,779
-830
| -1% | -$93.2K | 0.15% | 164 |
|
|
2018
Q1 | $6.68M | Buy |
69,609
+3,817
| +6% | +$366K | 0.13% | 196 |
|
|
2017
Q4 | $6.66M | Sell |
65,792
-983
| -1% | -$99.4K | 0.12% | 200 |
|
|
2017
Q3 | $6.12M | Buy |
66,775
+676
| +1% | +$61.9K | 0.12% | 212 |
|
|
2017
Q2 | $5.47M | Buy |
66,099
+1,922
| +3% | +$159K | 0.11% | 226 |
|
|
2017
Q1 | $5.08M | Buy |
64,177
+14,515
| +29% | +$1.15M | 0.1% | 236 |
|
|
2016
Q4 | $4.29M | Sell |
49,662
-6,952
| -12% | -$601K | 0.09% | 253 |
|
|
2016
Q3 | $4.56M | Buy |
56,614
+5,191
| +10% | +$418K | 0.09% | 247 |
|
|
2016
Q2 | $4.08M | Buy |
51,423
+5,928
| +13% | +$470K | 0.09% | 262 |
|
|
2016
Q1 | $3.94M | Buy |
45,495
+952
| +2% | +$82.4K | 0.1% | 224 |
|
|
2015
Q4 | $3.65M | Sell |
44,543
-1,117
| -2% | -$91.4K | 0.09% | 233 |
|
|
2015
Q3 | $3.51M | Buy |
45,660
+5,682
| +14% | +$437K | 0.09% | 242 |
|
|
2015
Q2 | $3.22M | Buy |
39,978
+512
| +1% | +$41.3K | 0.09% | 236 |
|
|
2015
Q1 | $3.1M | Buy |
39,466
+910
| +2% | +$71.5K | 0.09% | 233 |
|
|
2014
Q4 | $2.77M | Sell |
38,556
-488
| -1% | -$35K | 0.08% | 240 |
|
|
2014
Q3 | $3.17M | Sell |
39,044
-749
| -2% | -$60.9K | 0.1% | 222 |
|
|
2014
Q2 | $3.2M | Buy |
39,793
+6,464
| +19% | +$520K | 0.1% | 228 |
|
|
2014
Q1 | $2.57M | Sell |
33,329
-102
| -0.3% | -$7.86K | 0.08% | 243 |
|
|
2013
Q4 | $2.58M | Buy |
33,431
+95
| +0.3% | +$7.33K | 0.08% | 246 |
|
|
2013
Q3 | $1.93M | Sell |
33,336
-2,103
| -6% | -$122K | 0.07% | 263 |
|
|
2013
Q2 | $2.09M | Buy |
+35,439
| New | +$2.09M | 0.08% | 240 |
|