Peoples Financial Services 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
$486K Hold
4,075
0.24% 94
2025
Q1
$503K Hold
4,075
0.24% 97
2024
Q4
$464K Hold
4,075
0.22% 99
2024
Q3
$536K Sell
4,075
-1,365
-25% -$179K 0.24% 98
2024
Q2
$768K Hold
5,440
0.35% 74
2024
Q1
$889K Sell
5,440
-620
-10% -$101K 0.39% 75
2023
Q4
$807K Hold
6,060
0.35% 77
2023
Q3
$728K Hold
6,060
0.34% 77
2023
Q2
$578K Hold
6,060
0.26% 97
2023
Q1
$614K Hold
6,060
0.29% 91
2022
Q4
$631K Hold
6,060
0.3% 84
2022
Q3
$489K Hold
6,060
0.25% 94
2022
Q2
$497K Sell
6,060
-477
-7% -$39.1K 0.24% 95
2022
Q1
$564K Sell
6,537
-523
-7% -$45.1K 0.24% 95
2021
Q4
$511K Hold
7,060
0.2% 95
2021
Q3
$495K Hold
7,060
0.21% 96
2021
Q2
$606K Sell
7,060
-50
-0.7% -$4.29K 0.25% 86
2021
Q1
$580K Hold
7,110
0.25% 85
2020
Q4
$497K Hold
7,110
0.23% 87
2020
Q3
$369K Hold
7,110
0.19% 93
2020
Q2
$511K Hold
7,110
0.27% 78
2020
Q1
$382K Sell
7,110
-834
-10% -$44.8K 0.22% 88
2019
Q4
$885K Sell
7,944
-1,666
-17% -$186K 0.42% 63
2019
Q3
$984K Sell
9,610
-91
-0.9% -$9.32K 0.49% 60
2019
Q2
$907K Sell
9,701
-285
-3% -$26.6K 0.46% 64
2019
Q1
$950K Hold
9,986
0.49% 62
2018
Q4
$860K Hold
9,986
0.49% 64
2018
Q3
$1.13M Buy
9,986
+3,360
+51% +$379K 0.57% 57
2018
Q2
$744K Hold
6,626
0.42% 68
2018
Q1
$636K Hold
6,626
0.36% 70
2017
Q4
$670K Hold
6,626
0.37% 71
2017
Q3
$607K Hold
6,626
0.34% 75
2017
Q2
$548K Buy
6,626
+500
+8% +$41.4K 0.32% 75
2017
Q1
$485K Buy
6,126
+711
+13% +$56.3K 0.29% 79
2016
Q4
$430K Hold
5,415
0.27% 79
2016
Q3
$436K Hold
5,415
0.27% 79
2016
Q2
$430K Hold
5,415
0.27% 79
2016
Q1
$469K Buy
5,415
+750
+16% +$65K 0.3% 76
2015
Q4
$382K Buy
4,665
+600
+15% +$49.1K 0.25% 83
2015
Q3
$313K Hold
4,065
0.22% 86
2015
Q2
$327K Hold
4,065
0.22% 86
2015
Q1
$320K Buy
4,065
+1,365
+51% +$107K 0.21% 86
2014
Q4
$194K Sell
2,700
-150
-5% -$10.8K 0.13% 96
2014
Q3
$232K Sell
2,850
-800
-22% -$65.1K 0.16% 94
2014
Q2
$293K Sell
3,650
-37
-1% -$2.97K 0.19% 88
2014
Q1
$284K Sell
3,687
-12,050
-77% -$928K 0.21% 86
2013
Q4
$1.21M Buy
+15,737
New +$1.21M 0.8% 40