WhitTier Trust Company’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $727K | Sell |
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|
2025
Q2 | $660K | Sell |
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|
2025
Q1 | $707K | Buy |
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|
2024
Q4 | $614K | Hold |
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|
2024
Q3 | $708K | Sell |
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|
2024
Q2 | $776K | Sell |
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|
2024
Q1 | $992K | Buy |
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|
2023
Q4 | $771K | Hold |
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|
2023
Q3 | $696K | Hold |
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|
2023
Q2 | $553K | Buy |
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|
2023
Q1 | $521K | Buy |
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|
2022
Q4 | $521K | Sell |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $416K | Hold |
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|
2022
Q1 | $439K | Hold |
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|
2021
Q4 | $368K | Sell |
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|
2021
Q3 | $363K | Hold |
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|
2021
Q2 | $444K | Hold |
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|
2021
Q1 | $422K | Hold |
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|
2020
Q4 | $362K | Hold |
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|
2020
Q3 | $268K | Sell |
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|
2020
Q2 | $386K | Sell |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $639K | Hold |
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|
2019
Q3 | $587K | Sell |
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|
2019
Q2 | $540K | Hold |
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|
2019
Q1 | $548K | Hold |
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|
2018
Q4 | $497K | Buy |
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|
2018
Q3 | $649K | Hold |
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|
2018
Q2 | $647K | Hold |
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|
2018
Q1 | $552K | Sell |
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|
2017
Q4 | $594K | Buy |
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|
2017
Q3 | $491K | Hold |
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|
2017
Q2 | $444K | Sell |
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|
2017
Q1 | $449K | Sell |
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|
2016
Q4 | $491K | Buy |
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|
2016
Q3 | $454K | Sell |
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|
2016
Q2 | $509K | Buy |
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|
2016
Q1 | $549K | Sell |
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|
2015
Q4 | $543K | Buy |
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|
2015
Q3 | $498K | Sell |
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|
2015
Q2 | $539K | Sell |
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|
2015
Q1 | $525K | Buy |
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|
2014
Q4 | $419K | Hold |
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|
2014
Q3 | $475K | Hold |
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|
2014
Q2 | $469K | Sell |
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|
2014
Q1 | $591K | Buy |
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|
2013
Q4 | $574K | Sell |
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|
2013
Q3 | $460K | Buy |
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|
2013
Q2 | $429K | Buy |
|