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Farmers Trust Company’s Phillips 66 PSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,693
Closed -$209K 193
2025
Q1
$209K Buy
+1,693
New +$209K 0.04% 177
2024
Q4
Sell
-1,643
Closed -$216K 196
2024
Q3
$216K Hold
1,643
0.04% 181
2024
Q2
$232K Sell
1,643
-24
-1% -$3.39K 0.05% 166
2024
Q1
$272K Buy
+1,667
New +$272K 0.05% 153
2020
Q1
Sell
-2,810
Closed -$313K 159
2019
Q4
$313K Sell
2,810
-333
-11% -$37.1K 0.08% 134
2019
Q3
$322K Sell
3,143
-10
-0.3% -$1.02K 0.09% 131
2019
Q2
$295K Sell
3,153
-120
-4% -$11.2K 0.08% 139
2019
Q1
$311K Sell
3,273
-3,330
-50% -$316K 0.09% 134
2018
Q4
$569K Sell
6,603
-100
-1% -$8.62K 0.18% 102
2018
Q3
$756K Buy
6,703
+32
+0.5% +$3.61K 0.21% 94
2018
Q2
$749K Sell
6,671
-199
-3% -$22.3K 0.23% 90
2018
Q1
$659K Buy
6,870
+33
+0.5% +$3.17K 0.2% 94
2017
Q4
$691K Buy
6,837
+484
+8% +$48.9K 0.2% 92
2017
Q3
$582K Hold
6,353
0.2% 88
2017
Q2
$526K Hold
6,353
0.19% 88
2017
Q1
$504K Sell
6,353
-1,793
-22% -$142K 0.18% 92
2016
Q4
$704K Sell
8,146
-1,519
-16% -$131K 0.24% 78
2016
Q3
$779K Sell
9,665
-56
-0.6% -$4.51K 0.27% 73
2016
Q2
$771K Sell
9,721
-526
-5% -$41.7K 0.25% 83
2016
Q1
$888K Sell
10,247
-225
-2% -$19.5K 0.28% 80
2015
Q4
$857K Sell
10,472
-239
-2% -$19.6K 0.29% 81
2015
Q3
$823K Sell
10,711
-365
-3% -$28K 0.3% 83
2015
Q2
$892K Hold
11,076
0.3% 84
2015
Q1
$871K Buy
11,076
+11,065
+100,591% +$870K 0.29% 86
2014
Q4
$841 Sell
11
-11,854
-100% -$906K 0.28% 85
2014
Q3
$964K Buy
11,865
+85
+0.7% +$6.91K 0.33% 79
2014
Q2
$947K Sell
11,780
-662
-5% -$53.2K 0.32% 80
2014
Q1
$959K Sell
12,442
-128
-1% -$9.87K 0.34% 76
2013
Q4
$970K Sell
12,570
-2,027
-14% -$156K 0.34% 73
2013
Q3
$844K Sell
14,597
-2,473
-14% -$143K 0.32% 74
2013
Q2
$1.01M Buy
+17,070
New +$1.01M 0.39% 67