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Tompkins Financial’s Phillips 66 PSX Stock Holding History

Tompkins Financial’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
2025
Q3
$169K Hold
2025
Q2
$148K Sell
2025
Q1
$171K Hold
2024
Q4
$158K Hold
2024
Q3
$182K Buy
2024
Q2
$176K Hold
2024
Q1
$203K Sell
2023
Q4
$206K Hold
2023
Q3
$186K Hold
2023
Q2
$147K Hold
2023
Q1
$157K Hold
2022
Q4
$161K Sell
2022
Q3
$128K Buy
2022
Q2
$127K Hold
2022
Q1
$133K Buy
2021
Q1
– Sell
2020
Q4
$24K Sell
2020
Q3
$31K Sell
2020
Q2
$43K Buy
2020
Q1
$18K Hold
2019
Q4
$38K Hold
2019
Q3
$35K Hold
2019
Q2
$32K Hold
2019
Q1
$33K Sell
2018
Q4
$69K Hold
2018
Q3
$90K Hold
2018
Q2
$90K Hold
2018
Q1
$77K Hold
2017
Q4
$81K Sell
2017
Q3
$160K Buy
2017
Q2
$54K Sell
2017
Q1
$62K Hold
2016
Q4
$67K Hold
2016
Q3
$63K Sell
2016
Q2
$128K Sell
2016
Q1
$181K Sell
2015
Q4
$192K Buy
2015
Q3
$103K Sell
2015
Q2
$115K Sell
2015
Q1
$121K Buy
2014
Q4
$76K Hold
2014
Q3
$86K Hold
2014
Q2
$85K Sell
2014
Q1
$196K Buy
2013
Q4
$188K Buy
2013
Q3
$118K Hold
2013
Q2
$120K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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