Trust Company of Toledo’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 | $719K | Sell |
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|
2025
Q2 | $640K | Sell |
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|
2025
Q1 | $689K | Buy |
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|
2024
Q4 | $589K | Sell |
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|
2024
Q3 | $735K | Sell |
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|
2024
Q2 | $800K | Sell |
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|
2024
Q1 | $926K | Sell |
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|
2023
Q4 | $772K | Sell |
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|
2023
Q3 | $714K | Sell |
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|
2023
Q2 | $628K | Buy |
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|
2023
Q1 | $576K | Hold |
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|
2022
Q4 | $591 | Buy |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $454K | Sell |
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|
2021
Q4 | $384K | Hold |
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|
2021
Q3 | $371K | Sell |
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|
2021
Q2 | $460K | Sell |
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|
2021
Q1 | $478K | Buy |
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|
2020
Q4 | $373K | Hold |
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|
2020
Q3 | $277K | Sell |
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|
2020
Q2 | $385K | Sell |
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|
2020
Q1 | $293K | Sell |
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|
2019
Q4 | $618K | Hold |
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|
2019
Q3 | $568K | Hold |
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|
2019
Q2 | $518K | Buy |
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|
2019
Q1 | $523K | Sell |
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|
2018
Q4 | $868K | Buy |
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|
2018
Q3 | $1.13M | Hold |
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|
2018
Q2 | $1.12M | Sell |
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|
2018
Q1 | $967K | Hold |
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|
2017
Q4 | $1.02M | Buy |
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|
2017
Q3 | $923K | Hold |
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|
2017
Q2 | $834K | Hold |
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|
2017
Q1 | $799K | Hold |
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|
2016
Q4 | $871K | Sell |
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|
2016
Q3 | $823K | Sell |
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|
2016
Q2 | $849K | Sell |
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|
2016
Q1 | $946K | Hold |
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|
2015
Q4 | $894K | Sell |
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|
2015
Q3 | $872K | Buy |
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|
2015
Q2 | $899K | Buy |
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|
2015
Q1 | $794K | Hold |
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|
2014
Q4 | $725K | Sell |
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|
2014
Q3 | $865K | Sell |
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|
2014
Q2 | $859K | Buy |
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|
2014
Q1 | $816K | Sell |
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|
2013
Q4 | $828K | Buy |
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|
2013
Q3 | $496K | Hold |
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|
2013
Q2 | $505K | Buy |
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