Farmers & Merchants Investments Inc’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 | $4.47M | Sell |
37,465
-4
| -0% | -$477 | 0.13% | 132 |
|
|
2025
Q1 | $4.63M | Sell |
37,469
-525
| -1% | -$64.8K | 0.15% | 128 |
|
|
2024
Q4 | $4.33M | Sell |
37,994
-1,171
| -3% | -$133K | 0.14% | 130 |
|
|
2024
Q3 | $5.15M | Buy |
39,165
+1,337
| +4% | +$176K | 0.16% | 125 |
|
|
2024
Q2 | $5.34M | Sell |
37,828
-415
| -1% | -$58.6K | 0.18% | 120 |
|
|
2024
Q1 | $6.25M | Buy |
38,243
+940
| +3% | +$154K | 0.21% | 111 |
|
|
2023
Q4 | $4.97M | Buy |
37,303
+471
| +1% | +$62.7K | 0.18% | 124 |
|
|
2023
Q3 | $4.43M | Buy |
36,832
+300
| +0.8% | +$36K | 0.17% | 126 |
|
|
2023
Q2 | $3.48M | Hold |
36,532
| – | – | 0.13% | 138 |
|
|
2023
Q1 | $3.7M | Hold |
36,532
| – | – | 0.15% | 135 |
|
|
2022
Q4 | $3.8M | Hold |
36,532
| – | – | 0.16% | 134 |
|
|
2022
Q3 | $2.95M | Buy |
36,532
+155
| +0.4% | +$12.5K | 0.13% | 141 |
|
|
2022
Q2 | $2.98M | Hold |
36,377
| – | – | 0.13% | 143 |
|
|
2022
Q1 | $3.14M | Sell |
36,377
-285
| -0.8% | -$24.6K | 0.12% | 152 |
|
|
2021
Q4 | $2.66M | Buy |
36,662
+88
| +0.2% | +$6.38K | 0.1% | 161 |
|
|
2021
Q3 | $2.56M | Sell |
36,574
-799
| -2% | -$55.9K | 0.11% | 155 |
|
|
2021
Q2 | $3.21M | Buy |
37,373
+42
| +0.1% | +$3.6K | 0.14% | 143 |
|
|
2021
Q1 | $3.04M | Hold |
37,331
| – | – | 0.15% | 141 |
|
|
2020
Q4 | $2.61M | Sell |
37,331
-6,110
| -14% | -$427K | 0.14% | 141 |
|
|
2020
Q3 | $2.25M | Sell |
43,441
-13,253
| -23% | -$687K | 0.13% | 143 |
|
|
2020
Q2 | $4.08M | Buy |
56,694
+34
| +0.1% | +$2.44K | 0.27% | 109 |
|
|
2020
Q1 | $3.04M | Sell |
56,660
-10,997
| -16% | -$590K | 0.23% | 113 |
|
|
2019
Q4 | $7.54M | Sell |
67,657
-5
| -0% | -$557 | 0.46% | 77 |
|
|
2019
Q3 | $6.93M | Buy |
67,662
+4
| +0% | +$410 | 0.44% | 79 |
|
|
2019
Q2 | $6.33M | Sell |
67,658
-1,237
| -2% | -$116K | 0.41% | 78 |
|
|
2019
Q1 | $6.56M | Buy |
68,895
+20
| +0% | +$1.9K | 0.44% | 75 |
|
|
2018
Q4 | $5.93M | Buy |
68,875
+4,220
| +7% | +$364K | 0.45% | 77 |
|
|
2018
Q3 | $7.29M | Sell |
64,655
-139
| -0.2% | -$15.7K | 0.5% | 70 |
|
|
2018
Q2 | $7.28M | Sell |
64,794
-165
| -0.3% | -$18.5K | 0.53% | 56 |
|
|
2018
Q1 | $6.23M | Buy |
64,959
+125
| +0.2% | +$12K | 0.47% | 70 |
|
|
2017
Q4 | $6.56M | Buy |
64,834
+600
| +0.9% | +$60.7K | 0.48% | 68 |
|
|
2017
Q3 | $5.88M | Sell |
64,234
-185
| -0.3% | -$16.9K | 0.46% | 74 |
|
|
2017
Q2 | $5.33M | Sell |
64,419
-1,330
| -2% | -$110K | 0.44% | 80 |
|
|
2017
Q1 | $5.21M | Sell |
65,749
-6,116
| -9% | -$485K | 0.46% | 71 |
|
|
2016
Q4 | $6.21M | Buy |
71,865
+8,172
| +13% | +$706K | 0.57% | 54 |
|
|
2016
Q3 | $5.13M | Sell |
63,693
-2,994
| -4% | -$241K | 0.54% | 66 |
|
|
2016
Q2 | $5.29M | Sell |
66,687
-670
| -1% | -$53.2K | 0.59% | 61 |
|
|
2016
Q1 | $5.83M | Buy |
67,357
+8,420
| +14% | +$729K | 0.68% | 52 |
|
|
2015
Q4 | $4.82M | Buy |
58,937
+2,011
| +4% | +$164K | 0.6% | 59 |
|
|
2015
Q3 | $4.37M | Buy |
56,926
+4,000
| +8% | +$307K | 0.6% | 59 |
|
|
2015
Q2 | $4.26M | Buy |
52,926
+556
| +1% | +$44.8K | 0.54% | 63 |
|
|
2015
Q1 | $4.12M | Buy |
52,370
+227
| +0.4% | +$17.8K | 0.52% | 64 |
|
|
2014
Q4 | $3.74M | Buy |
52,143
+2,150
| +4% | +$154K | 0.47% | 75 |
|
|
2014
Q3 | $4.07M | Buy |
49,993
+144
| +0.3% | +$11.7K | 0.54% | 62 |
|
|
2014
Q2 | $4.01M | Sell |
49,849
-1,654
| -3% | -$133K | 0.53% | 63 |
|
|
2014
Q1 | $3.97M | Buy |
51,503
+3
| +0% | +$231 | 0.55% | 63 |
|
|
2013
Q4 | $3.97M | Sell |
51,500
-74
| -0.1% | -$5.71K | 0.57% | 59 |
|
|
2013
Q3 | $2.98M | Sell |
51,574
-612
| -1% | -$35.4K | 0.47% | 75 |
|
|
2013
Q2 | $3.07M | Buy |
+52,186
| New | +$3.07M | 0.47% | 73 |
|