Umpqua 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 | $1.45M | Buy |
11,177
+202
| +2% | +$26.3K | 0.44% | 61 |
|
|
2025
Q1 | $1.36M | Buy |
10,975
+366
| +3% | +$45.2K | 0.47% | 61 |
|
|
2024
Q4 | $1.24M | Buy |
10,609
+613
| +6% | +$71.9K | 0.43% | 66 |
|
|
2024
Q3 | $1.31M | Buy |
9,996
+71
| +0.7% | +$9.33K | 0.48% | 63 |
|
|
2024
Q2 | $1.4M | Buy |
9,925
+486
| +5% | +$68.6K | 0.54% | 53 |
|
|
2024
Q1 | $1.54M | Buy |
+9,439
| New | +$1.54M | 0.63% | 46 |
|