Tompkins Financial’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $169K | Hold |
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2025
Q2 | $148K | Sell |
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2025
Q1 | $171K | Hold |
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2024
Q4 | $158K | Hold |
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2024
Q3 | $182K | Buy |
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2024
Q2 | $176K | Hold |
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2024
Q1 | $203K | Sell |
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2023
Q4 | $206K | Hold |
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2023
Q3 | $186K | Hold |
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2023
Q2 | $147K | Hold |
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2023
Q1 | $157K | Hold |
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2022
Q4 | $161K | Sell |
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2022
Q3 | $128K | Buy |
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2022
Q2 | $127K | Hold |
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2022
Q1 | $133K | Buy |
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2021
Q1 | – | Sell |
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2020
Q4 | $24K | Sell |
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2020
Q3 | $31K | Sell |
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2020
Q2 | $43K | Buy |
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2020
Q1 | $18K | Hold |
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2019
Q4 | $38K | Hold |
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2019
Q3 | $35K | Hold |
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2019
Q2 | $32K | Hold |
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2019
Q1 | $33K | Sell |
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2018
Q4 | $69K | Hold |
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2018
Q3 | $90K | Hold |
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2018
Q2 | $90K | Hold |
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2018
Q1 | $77K | Hold |
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2017
Q4 | $81K | Sell |
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2017
Q3 | $160K | Buy |
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2017
Q2 | $54K | Sell |
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2017
Q1 | $62K | Hold |
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2016
Q4 | $67K | Hold |
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|||||
2016
Q3 | $63K | Sell |
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2016
Q2 | $128K | Sell |
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2016
Q1 | $181K | Sell |
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2015
Q4 | $192K | Buy |
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2015
Q3 | $103K | Sell |
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2015
Q2 | $115K | Sell |
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2015
Q1 | $121K | Buy |
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2014
Q4 | $76K | Hold |
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2014
Q3 | $86K | Hold |
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2014
Q2 | $85K | Sell |
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2014
Q1 | $196K | Buy |
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2013
Q4 | $188K | Buy |
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2013
Q3 | $118K | Hold |
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2013
Q2 | $120K | Buy |
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