United Community 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 | $130K | Sell |
1,093
-833
| -43% | -$99.4K | 0.04% | 224 |
|
|
2025
Q1 | $238K | Buy |
1,926
+90
| +5% | +$11.1K | 0.09% | 165 |
|
|
2024
Q4 | $209K | Sell |
1,836
-24
| -1% | -$2.73K | 0.08% | 172 |
|
|
2024
Q3 | $244K | Sell |
1,860
-200
| -10% | -$26.3K | 0.1% | 157 |
|
|
2024
Q2 | $291K | Sell |
2,060
-192
| -9% | -$27.1K | 0.12% | 146 |
|
|
2024
Q1 | $368K | Sell |
2,252
-487
| -18% | -$79.5K | 0.14% | 121 |
|
|
2023
Q4 | $365K | Sell |
2,739
-4
| -0.1% | -$533 | 0.15% | 121 |
|
|
2023
Q3 | $330K | Buy |
+2,743
| New | +$330K | 0.16% | 108 |
|
|
2023
Q1 | – | Sell |
-96
| Closed | -$9.99K | – | 250 |
|
|
2022
Q4 | $9.99K | Hold |
96
| – | – | 0.01% | 237 |
|
|
2022
Q3 | $7.75K | Buy |
+96
| New | +$7.75K | 0.01% | 233 |
|