UMB 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 | $4.31M | Sell |
36,088
-1,418
| -4% | -$169K | 0.07% | 175 |
|
|
2025
Q1 | $4.63M | Buy |
37,506
+571
| +2% | +$70.5K | 0.08% | 163 |
|
|
2024
Q4 | $4.21M | Sell |
36,935
-2,496
| -6% | -$284K | 0.07% | 171 |
|
|
2024
Q3 | $5.18M | Sell |
39,431
-500
| -1% | -$65.7K | 0.08% | 154 |
|
|
2024
Q2 | $5.64M | Sell |
39,931
-772
| -2% | -$109K | 0.09% | 144 |
|
|
2024
Q1 | $6.65M | Sell |
40,703
-1,444
| -3% | -$236K | 0.11% | 144 |
|
|
2023
Q4 | $5.61M | Sell |
42,147
-603
| -1% | -$80.3K | 0.08% | 157 |
|
|
2023
Q3 | $5.14M | Buy |
42,750
+278
| +0.7% | +$33.4K | 0.08% | 163 |
|
|
2023
Q2 | $4.05M | Sell |
42,472
-16
| -0% | -$1.53K | 0.06% | 186 |
|
|
2023
Q1 | $4.31M | Sell |
42,488
-462
| -1% | -$46.8K | 0.07% | 183 |
|
|
2022
Q4 | $4.47M | Sell |
42,950
-1,088
| -2% | -$113K | 0.07% | 184 |
|
|
2022
Q3 | $3.56M | Sell |
44,038
-5,076
| -10% | -$410K | 0.06% | 196 |
|
|
2022
Q2 | $4.03M | Sell |
49,114
-700
| -1% | -$57.4K | 0.06% | 207 |
|
|
2022
Q1 | $4.3M | Sell |
49,814
-1,416
| -3% | -$122K | 0.06% | 216 |
|
|
2021
Q4 | $3.71M | Buy |
51,230
+13,788
| +37% | +$999K | 0.05% | 227 |
|
|
2021
Q3 | $2.62M | Sell |
37,442
-771
| -2% | -$54K | 0.06% | 175 |
|
|
2021
Q2 | $3.28M | Buy |
38,213
+5,131
| +16% | +$440K | 0.08% | 162 |
|
|
2021
Q1 | $2.7M | Sell |
33,082
-680
| -2% | -$55.5K | 0.07% | 166 |
|
|
2020
Q4 | $2.36M | Sell |
33,762
-13,653
| -29% | -$955K | 0.06% | 169 |
|
|
2020
Q3 | $3.41M | Hold |
47,415
| – | – | 0.11% | 142 |
|
|
2020
Q2 | $3.41M | Sell |
47,415
-111,536
| -70% | -$8.02M | 0.11% | 142 |
|
|
2020
Q1 | $8.53M | Sell |
158,951
-3,456
| -2% | -$185K | 0.31% | 80 |
|
|
2019
Q4 | $18.1M | Sell |
162,407
-1,309
| -0.8% | -$146K | 0.5% | 58 |
|
|
2019
Q3 | $16.8K | Buy |
163,716
+17,335
| +12% | +$1.78K | 0.4% | 60 |
|
|
2019
Q2 | $13.7K | Sell |
146,381
-3,584
| -2% | -$335 | 0.34% | 68 |
|
|
2019
Q1 | $14.3M | Buy |
149,965
+23,885
| +19% | +$2.27M | 0.44% | 65 |
|
|
2018
Q4 | $10.9K | Buy |
126,080
+89,339
| +243% | +$7.7K | 0.33% | 74 |
|
|
2018
Q3 | $4.14M | Buy |
36,741
+2,313
| +7% | +$261K | 0.12% | 129 |
|
|
2018
Q2 | $3.87M | Buy |
34,428
+936
| +3% | +$105K | 0.12% | 127 |
|
|
2018
Q1 | $3.21M | Sell |
33,492
-285
| -0.8% | -$27.3K | 0.1% | 140 |
|
|
2017
Q4 | $3.42M | Sell |
33,777
-223
| -0.7% | -$22.6K | 0.11% | 138 |
|
|
2017
Q3 | $3.12M | Buy |
34,000
+291
| +0.9% | +$26.7K | 0.11% | 138 |
|
|
2017
Q2 | $2.79M | Sell |
33,709
-911
| -3% | -$75.3K | 0.1% | 143 |
|
|
2017
Q1 | $2.74M | Sell |
34,620
-233
| -0.7% | -$18.5K | 0.1% | 145 |
|
|
2016
Q4 | $3.01M | Sell |
34,853
-180
| -0.5% | -$15.6K | 0.11% | 137 |
|
|
2016
Q3 | $2.82M | Buy |
35,033
+585
| +2% | +$47.1K | 0.11% | 142 |
|
|
2016
Q2 | $2.73M | Sell |
34,448
-1,222
| -3% | -$97K | 0.12% | 142 |
|
|
2016
Q1 | $3.09M | Sell |
35,670
-20
| -0.1% | -$1.73K | 0.13% | 124 |
|
|
2015
Q4 | $2.92M | Sell |
35,690
-90
| -0.3% | -$7.36K | 0.13% | 137 |
|
|
2015
Q3 | $2.75M | Buy |
35,780
+603
| +2% | +$46.3K | 0.16% | 111 |
|
|
2015
Q2 | $2.83K | Sell |
35,177
-146
| -0.4% | -$12 | 0.13% | 122 |
|
|
2015
Q1 | $2.78K | Buy |
35,323
+946
| +3% | +$74 | 0.13% | 123 |
|
|
2014
Q4 | $2.47M | Sell |
34,377
-321
| -0.9% | -$23K | 0.11% | 128 |
|
|
2014
Q3 | $2.82K | Sell |
34,698
-1,250
| -3% | -$102 | 0.14% | 122 |
|
|
2014
Q2 | $2.89M | Sell |
35,948
-1,445
| -4% | -$116K | 0.14% | 119 |
|
|
2014
Q1 | $2.88M | Buy |
37,393
+1,007
| +3% | +$77.6K | 0.16% | 111 |
|
|
2013
Q4 | $2.81K | Sell |
36,386
-2,110
| -5% | -$163 | 0.15% | 108 |
|
|
2013
Q3 | $2.23K | Sell |
38,496
-1,683
| -4% | -$97 | 0.13% | 121 |
|
|
2013
Q2 | $2.37K | Buy |
+40,179
| New | +$2.37K | 0.14% | 115 |
|