Farmers & Merchants 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 | $274K | Sell |
2,296
-327
| -12% | -$39K | 0.06% | 178 |
|
|
2025
Q1 | $324K | Hold |
2,623
| – | – | 0.08% | 149 |
|
|
2024
Q4 | $299K | Hold |
2,623
| – | – | 0.07% | 156 |
|
|
2024
Q3 | $345K | Buy |
2,623
+202
| +8% | +$26.6K | 0.08% | 145 |
|
|
2024
Q2 | $342K | Sell |
2,421
-100
| -4% | -$14.1K | 0.09% | 138 |
|
|
2024
Q1 | $412K | Sell |
2,521
-100
| -4% | -$16.3K | 0.1% | 129 |
|
|
2023
Q4 | $349K | Hold |
2,621
| – | – | 0.09% | 132 |
|
|
2023
Q3 | $315K | Sell |
2,621
-21
| -0.8% | -$2.52K | 0.09% | 125 |
|
|
2023
Q2 | $252K | Sell |
2,642
-7
| -0.3% | -$668 | 0.07% | 150 |
|
|
2023
Q1 | $269K | Buy |
2,649
+10
| +0.4% | +$1.01K | 0.07% | 138 |
|
|
2022
Q4 | $275K | Buy |
2,639
+6
| +0.2% | +$624 | 0.08% | 130 |
|
|
2022
Q3 | $213K | Hold |
2,633
| – | – | 0.07% | 140 |
|
|
2022
Q2 | $216K | Sell |
2,633
-32
| -1% | -$2.63K | 0.07% | 140 |
|
|
2022
Q1 | $230K | Sell |
2,665
-164
| -6% | -$14.2K | 0.06% | 156 |
|
|
2021
Q4 | $205K | Sell |
2,829
-1,752
| -38% | -$127K | 0.05% | 173 |
|
|
2021
Q3 | $320K | Sell |
4,581
-4
| -0.1% | -$279 | 0.08% | 134 |
|
|
2021
Q2 | $393K | Sell |
4,585
-37
| -0.8% | -$3.17K | 0.11% | 114 |
|
|
2021
Q1 | $377K | Sell |
4,622
-392
| -8% | -$32K | 0.13% | 109 |
|
|
2020
Q4 | $351K | Buy |
5,014
+21
| +0.4% | +$1.47K | 0.13% | 109 |
|
|
2020
Q3 | $258K | Sell |
4,993
-44
| -0.9% | -$2.27K | 0.11% | 118 |
|
|
2020
Q2 | $362K | Buy |
5,037
+105
| +2% | +$7.55K | 0.16% | 95 |
|
|
2020
Q1 | $265K | Buy |
4,932
+213
| +5% | +$11.4K | 0.14% | 104 |
|
|
2019
Q4 | $525K | Buy |
4,719
+25
| +0.5% | +$2.78K | 0.22% | 83 |
|
|
2019
Q3 | $480K | Sell |
4,694
-1
| -0% | -$102 | 0.21% | 88 |
|
|
2019
Q2 | $439K | Buy |
4,695
+1,673
| +55% | +$156K | 0.2% | 94 |
|
|
2019
Q1 | $287K | Buy |
3,022
+125
| +4% | +$11.9K | 0.13% | 119 |
|
|
2018
Q4 | $249K | Buy |
+2,897
| New | +$249K | 0.12% | 121 |
|