Farmers & Merchants 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 | – | Sell |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $324K | Hold |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $345K | Buy |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $349K | Hold |
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|
2023
Q3 | $315K | Sell |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $230K | Sell |
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|
2021
Q4 | $205K | Sell |
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|
2021
Q3 | $320K | Sell |
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|
2021
Q2 | $393K | Sell |
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|
2021
Q1 | $377K | Sell |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | $258K | Sell |
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|
2020
Q2 | $362K | Buy |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | $525K | Buy |
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|
2019
Q3 | $480K | Sell |
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|
2019
Q2 | $439K | Buy |
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|
2019
Q1 | $287K | Buy |
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|
2018
Q4 | $249K | Buy |
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