FMTC
PSX icon

Farmers & Merchants Trust Company’s Phillips 66 PSX Stock Holding History

Farmers & Merchants Trust Company’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,159
Closed -$211K – 206
2026
Q1 		$211K Buy
+1,159
New +$182K 0.05% 178
2025
Q3 		– Sell
-2,296
Closed -$274K – 217
2025
Q2 		$274K Sell
2,296
-327
-12% -$36.6K 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% +$27.3K 0.08% 145
2024
Q2 		$342K Sell
2,421
-100
-4% -$14.8K 0.09% 138
2024
Q1 		$412K Sell
2,521
-100
-4% -$14.4K 0.1% 129
2023
Q4 		$349K Hold
2,621
– – 0.09% 132
2023
Q3 		$315K Sell
2,621
-21
-0.8% -$2.36K 0.09% 125
2023
Q2 		$252K Sell
2,642
-7
-0.3% -$680 0.07% 150
2023
Q1 		$269K Buy
2,649
+10
+0.4% +$1.02K 0.07% 138
2022
Q4 		$275K Buy
2,639
+6
+0.2% +$614 0.08% 130
2022
Q3 		$213K Hold
2,633
– – 0.07% 140
2022
Q2 		$216K Sell
2,633
-32
-1% -$2.96K 0.07% 140
2022
Q1 		$230K Sell
2,665
-164
-6% -$13.8K 0.06% 156
2021
Q4 		$205K Sell
2,829
-1,752
-38% -$132K 0.05% 173
2021
Q3 		$320K Sell
4,581
-4
-0.1% -$290 0.08% 134
2021
Q2 		$393K Sell
4,585
-37
-0.8% -$3.12K 0.11% 114
2021
Q1 		$377K Sell
4,622
-392
-8% -$30.8K 0.13% 109
2020
Q4 		$351K Buy
5,014
+21
+0.4% +$1.23K 0.13% 109
2020
Q3 		$258K Sell
4,993
-44
-0.9% -$2.69K 0.11% 118
2020
Q2 		$362K Buy
5,037
+105
+2% +$7.43K 0.16% 95
2020
Q1 		$265K Buy
4,932
+213
+5% +$17.3K 0.14% 104
2019
Q4 		$525K Buy
4,719
+25
+0.5% +$2.81K 0.22% 83
2019
Q3 		$480K Sell
4,694
-1
-0% -$100 0.21% 88
2019
Q2 		$439K Buy
4,695
+1,673
+55% +$150K 0.2% 94
2019
Q1 		$287K Buy
3,022
+125
+4% +$11.9K 0.13% 119
2018
Q4 		$249K Buy
+2,897
New +$283K 0.12% 121

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Farmers & Merchants Trust Company's PSX Position: Q2 2026 in Review

Farmers & Merchants Trust Company sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,159 shares — an estimated $211K sold.

Farmers & Merchants Trust Company first reported a position in PSX in Q4 2018 and held it in 28 quarters. The position peaked at $525K in Q4 2019. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Farmers & Merchants Trust Company reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Farmers & Merchants Trust Company sold 1,159 Phillips 66 shares in Q2 2026, an estimated $211K.
  • Farmers & Merchants Trust Company first reported a position in Phillips 66 in Q4 2018 and held it in 28 quarters.
  • Farmers & Merchants Trust Company's Phillips 66 position peaked at $525K in Q4 2019.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.