First Merchants Corp’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 | $1.43M | Sell |
12,017
-2,184
| -15% | -$261K | 0.06% | 180 |
|
|
2025
Q1 | $1.75M | Sell |
14,201
-2,379
| -14% | -$294K | 0.07% | 174 |
|
|
2024
Q4 | $1.89M | Buy |
16,580
+784
| +5% | +$89.3K | 0.07% | 178 |
|
|
2024
Q3 | $2.08M | Buy |
15,796
+2,449
| +18% | +$322K | 0.08% | 175 |
|
|
2024
Q2 | $1.88M | Buy |
13,347
+175
| +1% | +$24.7K | 0.08% | 177 |
|
|
2024
Q1 | $2.15M | Sell |
13,172
-300
| -2% | -$49K | 0.16% | 123 |
|
|
2023
Q4 | $1.79M | Sell |
13,472
-505
| -4% | -$67.2K | 0.15% | 127 |
|
|
2023
Q3 | $1.68M | Sell |
13,977
-36
| -0.3% | -$4.33K | 0.15% | 129 |
|
|
2023
Q2 | $1.34M | Buy |
14,013
+155
| +1% | +$14.8K | 0.11% | 140 |
|
|
2023
Q1 | $1.4M | Sell |
13,858
-620
| -4% | -$62.9K | 0.13% | 142 |
|
|
2022
Q4 | $1.51M | Sell |
14,478
-105
| -0.7% | -$10.9K | 0.14% | 142 |
|
|
2022
Q3 | $1.18M | Buy |
14,583
+75
| +0.5% | +$6.05K | 0.12% | 153 |
|
|
2022
Q2 | $1.19M | Buy |
14,508
+283
| +2% | +$23.2K | 0.12% | 158 |
|
|
2022
Q1 | $1.23M | Buy |
14,225
+450
| +3% | +$38.9K | 0.1% | 160 |
|
|
2021
Q4 | $998K | Sell |
13,775
-3,434
| -20% | -$249K | 0.08% | 170 |
|
|
2021
Q3 | $1.21M | Buy |
17,209
+250
| +1% | +$17.5K | 0.08% | 166 |
|
|
2021
Q2 | $1.46M | Sell |
16,959
-265
| -2% | -$22.7K | 0.09% | 159 |
|
|
2021
Q1 | $1.4M | Buy |
17,224
+2,223
| +15% | +$181K | 0.09% | 158 |
|
|
2020
Q4 | $1.05M | Sell |
15,001
-1,996
| -12% | -$140K | 0.07% | 164 |
|
|
2020
Q3 | $881K | Sell |
16,997
-440
| -3% | -$22.8K | 0.07% | 166 |
|
|
2020
Q2 | $1.25M | Sell |
17,437
-410
| -2% | -$29.5K | 0.11% | 143 |
|
|
2020
Q1 | $957K | Buy |
17,847
+100
| +0.6% | +$5.36K | 0.12% | 153 |
|
|
2019
Q4 | $1.98M | Buy |
17,747
+250
| +1% | +$27.9K | 0.2% | 130 |
|
|
2019
Q3 | $1.79M | Sell |
17,497
-300
| -2% | -$30.7K | 0.19% | 132 |
|
|
2019
Q2 | $1.67M | Buy |
17,797
+2,117
| +14% | +$198K | 0.26% | 113 |
|
|
2019
Q1 | $1.49M | Buy |
15,680
+675
| +4% | +$64.2K | 0.24% | 116 |
|
|
2018
Q4 | $1.29M | Buy |
15,005
+2,290
| +18% | +$197K | 0.25% | 117 |
|
|
2018
Q3 | $1.43M | Buy |
12,715
+200
| +2% | +$22.5K | 0.23% | 118 |
|
|
2018
Q2 | $1.41M | Buy |
12,515
+200
| +2% | +$22.5K | 0.24% | 115 |
|
|
2018
Q1 | $1.18M | Sell |
12,315
-50
| -0.4% | -$4.8K | 0.2% | 121 |
|
|
2017
Q4 | $1.25M | Sell |
12,365
-1,765
| -12% | -$179K | 0.21% | 121 |
|
|
2017
Q3 | $1.3M | Buy |
14,130
+11,380
| +414% | +$1.04M | 0.22% | 119 |
|
|
2017
Q2 | $227K | Buy |
2,750
+50
| +2% | +$4.13K | 0.06% | 144 |
|
|
2017
Q1 | $214K | Hold |
2,700
| – | – | 0.06% | 146 |
|
|
2016
Q4 | $234K | Buy |
+2,700
| New | +$234K | 0.07% | 146 |
|