TF
Tompkins Financial’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Sell |
1,244
-141
| -10% | -$16.8K | 0.01% | 210 |
|
|
2025
Q1 | $171K | Hold |
1,385
| – | – | 0.02% | 203 |
|
|
2024
Q4 | $158K | Hold |
1,385
| – | – | 0.01% | 206 |
|
|
2024
Q3 | $182K | Buy |
1,385
+141
| +11% | +$18.5K | 0.02% | 204 |
|
|
2024
Q2 | $176K | Hold |
1,244
| – | – | 0.02% | 216 |
|
|
2024
Q1 | $203K | Sell |
1,244
-300
| -19% | -$49K | 0.02% | 196 |
|
|
2023
Q4 | $206K | Hold |
1,544
| – | – | 0.02% | 193 |
|
|
2023
Q3 | $186K | Hold |
1,544
| – | – | 0.03% | 183 |
|
|
2023
Q2 | $147K | Hold |
1,544
| – | – | 0.02% | 211 |
|
|
2023
Q1 | $157K | Hold |
1,544
| – | – | 0.03% | 201 |
|
|
2022
Q4 | $161K | Sell |
1,544
-33
| -2% | -$3.44K | 0.03% | 203 |
|
|
2022
Q3 | $128K | Buy |
1,577
+33
| +2% | +$2.68K | 0.02% | 224 |
|
|
2022
Q2 | $127K | Hold |
1,544
| – | – | 0.02% | 226 |
|
|
2022
Q1 | $133K | Buy |
+1,544
| New | +$133K | 0.02% | 244 |
|
|
2021
Q1 | – | Sell |
-344
| Closed | -$24K | – | 512 |
|
|
2020
Q4 | $24K | Sell |
344
-252
| -42% | -$17.6K | ﹤0.01% | 308 |
|
|
2020
Q3 | $31K | Sell |
596
-4
| -0.7% | -$208 | 0.01% | 274 |
|
|
2020
Q2 | $43K | Buy |
600
+256
| +74% | +$18.3K | 0.01% | 244 |
|
|
2020
Q1 | $18K | Hold |
344
| – | – | ﹤0.01% | 286 |
|
|
2019
Q4 | $38K | Hold |
344
| – | – | 0.01% | 273 |
|
|
2019
Q3 | $35K | Hold |
344
| – | – | 0.01% | 254 |
|
|
2019
Q2 | $32K | Hold |
344
| – | – | 0.01% | 264 |
|
|
2019
Q1 | $33K | Sell |
344
-456
| -57% | -$43.7K | 0.01% | 267 |
|
|
2018
Q4 | $69K | Hold |
800
| – | – | 0.02% | 207 |
|
|
2018
Q3 | $90K | Hold |
800
| – | – | 0.02% | 211 |
|
|
2018
Q2 | $90K | Hold |
800
| – | – | 0.02% | 212 |
|
|
2018
Q1 | $77K | Hold |
800
| – | – | 0.02% | 214 |
|
|
2017
Q4 | $81K | Sell |
800
-947
| -54% | -$95.9K | 0.02% | 192 |
|
|
2017
Q3 | $160K | Buy |
1,747
+1,091
| +166% | +$99.9K | 0.04% | 165 |
|
|
2017
Q2 | $54K | Sell |
656
-122
| -16% | -$10K | 0.01% | 214 |
|
|
2017
Q1 | $62K | Hold |
778
| – | – | 0.02% | 209 |
|
|
2016
Q4 | $67K | Hold |
778
| – | – | 0.02% | 189 |
|
|
2016
Q3 | $63K | Sell |
778
-830
| -52% | -$67.2K | 0.02% | 196 |
|
|
2016
Q2 | $128K | Sell |
1,608
-485
| -23% | -$38.6K | 0.04% | 174 |
|
|
2016
Q1 | $181K | Sell |
2,093
-253
| -11% | -$21.9K | 0.06% | 157 |
|
|
2015
Q4 | $192K | Buy |
2,346
+1,008
| +75% | +$82.5K | 0.06% | 160 |
|
|
2015
Q3 | $103K | Sell |
1,338
-91
| -6% | -$7.01K | 0.03% | 190 |
|
|
2015
Q2 | $115K | Sell |
1,429
-110
| -7% | -$8.85K | 0.03% | 189 |
|
|
2015
Q1 | $121K | Buy |
1,539
+485
| +46% | +$38.1K | 0.03% | 190 |
|
|
2014
Q4 | $76K | Hold |
1,054
| – | – | 0.02% | 222 |
|
|
2014
Q3 | $86K | Hold |
1,054
| – | – | 0.02% | 202 |
|
|
2014
Q2 | $85K | Sell |
1,054
-1,489
| -59% | -$120K | 0.02% | 211 |
|
|
2014
Q1 | $196K | Buy |
2,543
+100
| +4% | +$7.71K | 0.05% | 158 |
|
|
2013
Q4 | $188K | Buy |
2,443
+407
| +20% | +$31.3K | 0.05% | 160 |
|
|
2013
Q3 | $118K | Hold |
2,036
| – | – | 0.03% | 176 |
|
|
2013
Q2 | $120K | Buy |
+2,036
| New | +$120K | 0.04% | 170 |
|