Trust Company of Vermont’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 | $544K | Buy |
4,562
+202
| +5% | +$24.1K | 0.03% | 243 |
|
|
2025
Q1 | $538K | Sell |
4,360
-420
| -9% | -$51.9K | 0.03% | 233 |
|
|
2024
Q4 | $545K | Buy |
4,780
+157
| +3% | +$17.9K | 0.03% | 238 |
|
|
2024
Q3 | $608K | Buy |
4,623
+102
| +2% | +$13.4K | 0.03% | 216 |
|
|
2024
Q2 | $638K | Sell |
4,521
-103
| -2% | -$14.5K | 0.03% | 209 |
|
|
2024
Q1 | $755K | Buy |
4,624
+2,127
| +85% | +$347K | 0.04% | 197 |
|
|
2023
Q4 | $332K | Sell |
2,497
-126
| -5% | -$16.8K | 0.02% | 242 |
|
|
2023
Q3 | $315K | Buy |
2,623
+176
| +7% | +$21.1K | 0.02% | 257 |
|
|
2023
Q2 | $233K | Sell |
2,447
-669
| -21% | -$63.8K | 0.02% | 293 |
|
|
2023
Q1 | $316K | Buy |
3,116
+49
| +2% | +$4.97K | 0.02% | 265 |
|
|
2022
Q4 | $319K | Sell |
3,067
-133
| -4% | -$13.8K | 0.02% | 252 |
|
|
2022
Q3 | $258K | Buy |
3,200
+235
| +8% | +$18.9K | 0.02% | 270 |
|
|
2022
Q2 | $243K | Buy |
2,965
+48
| +2% | +$3.93K | 0.02% | 277 |
|
|
2022
Q1 | $252K | Sell |
2,917
-225
| -7% | -$19.4K | 0.02% | 285 |
|
|
2021
Q4 | $228K | Buy |
3,142
+14
| +0.4% | +$1.02K | 0.01% | 303 |
|
|
2021
Q3 | $219K | Sell |
3,128
-228
| -7% | -$16K | 0.02% | 297 |
|
|
2021
Q2 | $288K | Buy |
3,356
+465
| +16% | +$39.9K | 0.02% | 275 |
|
|
2021
Q1 | $236K | Buy |
2,891
+25
| +0.9% | +$2.04K | 0.02% | 284 |
|
|
2020
Q4 | $200K | Buy |
2,866
+100
| +4% | +$6.98K | 0.02% | 291 |
|
|
2020
Q3 | $144K | Buy |
2,766
+74
| +3% | +$3.85K | 0.01% | 312 |
|
|
2020
Q2 | $194K | Sell |
2,692
-143
| -5% | -$10.3K | 0.02% | 277 |
|
|
2020
Q1 | $152K | Sell |
2,835
-960
| -25% | -$51.5K | 0.01% | 306 |
|
|
2019
Q4 | $423K | Buy |
3,795
+148
| +4% | +$16.5K | 0.03% | 238 |
|
|
2019
Q3 | $373K | Sell |
3,647
-804
| -18% | -$82.2K | 0.03% | 244 |
|
|
2019
Q2 | $416K | Buy |
4,451
+497
| +13% | +$46.5K | 0.03% | 240 |
|
|
2019
Q1 | $376K | Buy |
3,954
+191
| +5% | +$18.2K | 0.03% | 244 |
|
|
2018
Q4 | $324K | Buy |
3,763
+243
| +7% | +$20.9K | 0.03% | 246 |
|
|
2018
Q3 | $397K | Buy |
3,520
+432
| +14% | +$48.7K | 0.03% | 248 |
|
|
2018
Q2 | $347K | Buy |
3,088
+239
| +8% | +$26.9K | 0.03% | 259 |
|
|
2018
Q1 | $273K | Sell |
2,849
-15
| -0.5% | -$1.44K | 0.03% | 277 |
|
|
2017
Q4 | $290K | Sell |
2,864
-244
| -8% | -$24.7K | 0.03% | 278 |
|
|
2017
Q3 | $285K | Sell |
3,108
-41
| -1% | -$3.76K | 0.03% | 278 |
|
|
2017
Q2 | $261K | Buy |
3,149
+449
| +17% | +$37.2K | 0.03% | 286 |
|
|
2017
Q1 | $214K | Sell |
2,700
-117
| -4% | -$9.27K | 0.02% | 308 |
|
|
2016
Q4 | $243K | Buy |
2,817
+916
| +48% | +$79K | 0.03% | 294 |
|
|
2016
Q3 | $153K | Sell |
1,901
-25
| -1% | -$2.01K | 0.02% | 296 |
|
|
2016
Q2 | $153K | Buy |
1,926
+103
| +6% | +$8.18K | 0.02% | 279 |
|
|
2016
Q1 | $158K | Sell |
1,823
-397
| -18% | -$34.4K | 0.02% | 270 |
|
|
2015
Q4 | $182K | Sell |
2,220
-152
| -6% | -$12.5K | 0.03% | 257 |
|
|
2015
Q3 | $183K | Buy |
2,372
+410
| +21% | +$31.6K | 0.03% | 243 |
|
|
2015
Q2 | $158K | Buy |
1,962
+100
| +5% | +$8.05K | 0.02% | 258 |
|
|
2015
Q1 | $147K | Hold |
1,862
| – | – | 0.02% | 265 |
|
|
2014
Q4 | $133K | Buy |
1,862
+136
| +8% | +$9.71K | 0.02% | 274 |
|
|
2014
Q3 | $140K | Buy |
1,726
+34
| +2% | +$2.76K | 0.02% | 263 |
|
|
2014
Q2 | $136K | Hold |
1,692
| – | – | 0.02% | 255 |
|
|
2014
Q1 | $131K | Buy |
1,692
+64
| +4% | +$4.96K | 0.02% | 258 |
|
|
2013
Q4 | $126K | Hold |
1,628
| – | – | 0.02% | 267 |
|
|
2013
Q3 | $94K | Hold |
1,628
| – | – | 0.02% | 278 |
|
|
2013
Q2 | $96K | Buy |
+1,628
| New | +$96K | 0.02% | 271 |
|