WhitTier Trust Company’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 | $660K | Sell |
5,533
-195
| -3% | -$23.3K | 0.02% | 360 |
|
|
2025
Q1 | $707K | Buy |
5,728
+340
| +6% | +$42K | 0.02% | 334 |
|
|
2024
Q4 | $614K | Hold |
5,388
| – | – | 0.02% | 341 |
|
|
2024
Q3 | $708K | Sell |
5,388
-106
| -2% | -$13.9K | 0.02% | 316 |
|
|
2024
Q2 | $776K | Sell |
5,494
-582
| -10% | -$82.2K | 0.02% | 303 |
|
|
2024
Q1 | $992K | Buy |
6,076
+283
| +5% | +$46.2K | 0.03% | 282 |
|
|
2023
Q4 | $771K | Hold |
5,793
| – | – | 0.02% | 298 |
|
|
2023
Q3 | $696K | Hold |
5,793
| – | – | 0.02% | 302 |
|
|
2023
Q2 | $553K | Buy |
5,793
+656
| +13% | +$62.6K | 0.02% | 335 |
|
|
2023
Q1 | $521K | Buy |
5,137
+131
| +3% | +$13.3K | 0.02% | 333 |
|
|
2022
Q4 | $521K | Sell |
5,006
-34
| -0.7% | -$3.54K | 0.02% | 332 |
|
|
2022
Q3 | $407K | Sell |
5,040
-36
| -0.7% | -$2.91K | 0.02% | 359 |
|
|
2022
Q2 | $416K | Hold |
5,076
| – | – | 0.02% | 358 |
|
|
2022
Q1 | $439K | Hold |
5,076
| – | – | 0.02% | 362 |
|
|
2021
Q4 | $368K | Sell |
5,076
-100
| -2% | -$7.25K | 0.01% | 383 |
|
|
2021
Q3 | $363K | Hold |
5,176
| – | – | 0.01% | 376 |
|
|
2021
Q2 | $444K | Hold |
5,176
| – | – | 0.02% | 353 |
|
|
2021
Q1 | $422K | Hold |
5,176
| – | – | 0.02% | 352 |
|
|
2020
Q4 | $362K | Hold |
5,176
| – | – | 0.02% | 357 |
|
|
2020
Q3 | $268K | Sell |
5,176
-190
| -4% | -$9.84K | 0.02% | 377 |
|
|
2020
Q2 | $386K | Sell |
5,366
-5
| -0.1% | -$360 | 0.02% | 317 |
|
|
2020
Q1 | $288K | Sell |
5,371
-369
| -6% | -$19.8K | 0.02% | 339 |
|
|
2019
Q4 | $639K | Hold |
5,740
| – | – | 0.04% | 279 |
|
|
2019
Q3 | $587K | Sell |
5,740
-25
| -0.4% | -$2.56K | 0.04% | 270 |
|
|
2019
Q2 | $540K | Hold |
5,765
| – | – | 0.04% | 274 |
|
|
2019
Q1 | $548K | Hold |
5,765
| – | – | 0.04% | 267 |
|
|
2018
Q4 | $497K | Buy |
5,765
+10
| +0.2% | +$862 | 0.04% | 265 |
|
|
2018
Q3 | $649K | Hold |
5,755
| – | – | 0.05% | 242 |
|
|
2018
Q2 | $647K | Hold |
5,755
| – | – | 0.05% | 235 |
|
|
2018
Q1 | $552K | Sell |
5,755
-111
| -2% | -$10.6K | 0.05% | 251 |
|
|
2017
Q4 | $594K | Buy |
5,866
+500
| +9% | +$50.6K | 0.05% | 238 |
|
|
2017
Q3 | $491K | Hold |
5,366
| – | – | 0.05% | 256 |
|
|
2017
Q2 | $444K | Sell |
5,366
-299
| -5% | -$24.7K | 0.04% | 264 |
|
|
2017
Q1 | $449K | Sell |
5,665
-10
| -0.2% | -$793 | 0.04% | 260 |
|
|
2016
Q4 | $491K | Buy |
5,675
+35
| +0.6% | +$3.03K | 0.05% | 234 |
|
|
2016
Q3 | $454K | Sell |
5,640
-771
| -12% | -$62.1K | 0.05% | 244 |
|
|
2016
Q2 | $509K | Buy |
6,411
+75
| +1% | +$5.96K | 0.06% | 234 |
|
|
2016
Q1 | $549K | Sell |
6,336
-300
| -5% | -$26K | 0.06% | 232 |
|
|
2015
Q4 | $543K | Buy |
6,636
+150
| +2% | +$12.3K | 0.06% | 230 |
|
|
2015
Q3 | $498K | Sell |
6,486
-200
| -3% | -$15.4K | 0.06% | 241 |
|
|
2015
Q2 | $539K | Sell |
6,686
-2
| -0% | -$161 | 0.06% | 243 |
|
|
2015
Q1 | $525K | Buy |
6,688
+850
| +15% | +$66.7K | 0.06% | 244 |
|
|
2014
Q4 | $419K | Hold |
5,838
| – | – | 0.05% | 274 |
|
|
2014
Q3 | $475K | Hold |
5,838
| – | – | 0.05% | 255 |
|
|
2014
Q2 | $469K | Sell |
5,838
-1,829
| -24% | -$147K | 0.05% | 253 |
|
|
2014
Q1 | $591K | Buy |
7,667
+218
| +3% | +$16.8K | 0.07% | 220 |
|
|
2013
Q4 | $574K | Sell |
7,449
-500
| -6% | -$38.5K | 0.07% | 215 |
|
|
2013
Q3 | $460K | Buy |
7,949
+670
| +9% | +$38.8K | 0.06% | 229 |
|
|
2013
Q2 | $429K | Buy |
+7,279
| New | +$429K | 0.06% | 229 |
|