Webster 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 | $32.2K | Buy |
270
+100
| +59% | +$11.9K | ﹤0.01% | 402 |
|
|
2025
Q1 | $21K | Sell |
170
-100
| -37% | -$12.3K | ﹤0.01% | 426 |
|
|
2024
Q4 | $30.8K | Buy |
270
+88
| +48% | +$10K | ﹤0.01% | 402 |
|
|
2024
Q3 | $23.9K | Sell |
182
-27
| -13% | -$3.55K | ﹤0.01% | 419 |
|
|
2024
Q2 | $29.5K | Sell |
209
-16
| -7% | -$2.26K | ﹤0.01% | 399 |
|
|
2024
Q1 | $36.8K | Buy |
225
+51
| +29% | +$8.33K | ﹤0.01% | 381 |
|
|
2023
Q4 | $23.2K | Hold |
174
| – | – | ﹤0.01% | 420 |
|
|
2023
Q3 | $20.9K | Buy |
174
+104
| +149% | +$12.5K | ﹤0.01% | 398 |
|
|
2023
Q2 | $6.68K | Sell |
70
-3
| -4% | -$286 | ﹤0.01% | 490 |
|
|
2023
Q1 | $7.4K | Buy |
73
+19
| +35% | +$1.93K | ﹤0.01% | 499 |
|
|
2022
Q4 | $6K | Hold |
54
| – | – | ﹤0.01% | 483 |
|
|
2022
Q3 | $4K | Hold |
54
| – | – | ﹤0.01% | 503 |
|
|
2022
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 500 |
|
|
2022
Q1 | $5K | Hold |
54
| – | – | ﹤0.01% | 508 |
|
|
2021
Q4 | $4K | Buy |
54
+49
| +980% | +$3.63K | ﹤0.01% | 519 |
|
|
2021
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 551 |
|
|
2021
Q2 | – | Sell |
-210
| Closed | -$17K | – | 549 |
|
|
2021
Q1 | $17K | Hold |
210
| – | – | ﹤0.01% | 436 |
|
|
2020
Q4 | $15K | Hold |
210
| – | – | ﹤0.01% | 428 |
|
|
2020
Q3 | $11K | Hold |
210
| – | – | ﹤0.01% | 421 |
|
|
2020
Q2 | $15K | Sell |
210
-250
| -54% | -$17.9K | ﹤0.01% | 384 |
|
|
2020
Q1 | $25K | Sell |
460
-250
| -35% | -$13.6K | ﹤0.01% | 331 |
|
|
2019
Q4 | $79K | Sell |
710
-205
| -22% | -$22.8K | 0.01% | 275 |
|
|
2019
Q3 | $94K | Buy |
915
+20
| +2% | +$2.06K | 0.01% | 251 |
|
|
2019
Q2 | $84K | Buy |
895
+350
| +64% | +$32.8K | 0.01% | 259 |
|
|
2019
Q1 | $52K | Hold |
545
| – | – | 0.01% | 298 |
|
|
2018
Q4 | $47K | Hold |
545
| – | – | 0.01% | 298 |
|
|
2018
Q3 | $62K | Sell |
545
-200
| -27% | -$22.8K | 0.01% | 308 |
|
|
2018
Q2 | $84K | Hold |
745
| – | – | 0.01% | 278 |
|
|
2018
Q1 | $71K | Sell |
745
-200
| -21% | -$19.1K | 0.01% | 300 |
|
|
2017
Q4 | $96K | Hold |
945
| – | – | 0.01% | 285 |
|
|
2017
Q3 | $87K | Sell |
945
-26
| -3% | -$2.39K | 0.01% | 287 |
|
|
2017
Q2 | $80K | Hold |
971
| – | – | 0.01% | 308 |
|
|
2017
Q1 | $77K | Sell |
971
-213
| -18% | -$16.9K | 0.01% | 320 |
|
|
2016
Q4 | $103K | Buy |
+1,184
| New | +$103K | 0.02% | 263 |
|