Trust Company of Vermont’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 | $621K | Hold |
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|
2025
Q2 | $544K | Buy |
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|
2025
Q1 | $538K | Sell |
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|
2024
Q4 | $545K | Buy |
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|
2024
Q3 | $608K | Buy |
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|
2024
Q2 | $638K | Sell |
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|
2024
Q1 | $755K | Buy |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $233K | Sell |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $319K | Sell |
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|
2022
Q3 | $258K | Buy |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $252K | Sell |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $288K | Buy |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q4 | $200K | Buy |
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|
2020
Q3 | $144K | Buy |
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|
2020
Q2 | $194K | Sell |
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|
2020
Q1 | $152K | Sell |
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|
2019
Q4 | $423K | Buy |
|
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|
2019
Q3 | $373K | Sell |
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|
2019
Q2 | $416K | Buy |
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|
2019
Q1 | $376K | Buy |
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|
2018
Q4 | $324K | Buy |
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|
2018
Q3 | $397K | Buy |
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|
2018
Q2 | $347K | Buy |
|
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|
2018
Q1 | $273K | Sell |
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|
2017
Q4 | $290K | Sell |
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|
2017
Q3 | $285K | Sell |
|
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|
2017
Q2 | $261K | Buy |
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|
2017
Q1 | $214K | Sell |
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|
2016
Q4 | $243K | Buy |
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|
2016
Q3 | $153K | Sell |
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|
2016
Q2 | $153K | Buy |
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|
2016
Q1 | $158K | Sell |
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|
2015
Q4 | $182K | Sell |
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|
2015
Q3 | $183K | Buy |
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|
2015
Q2 | $158K | Buy |
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|
2015
Q1 | $147K | Hold |
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|
2014
Q4 | $133K | Buy |
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|
2014
Q3 | $140K | Buy |
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|
2014
Q2 | $136K | Hold |
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|
2014
Q1 | $131K | Buy |
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|
2013
Q4 | $126K | Hold |
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|
2013
Q3 | $94K | Hold |
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|
2013
Q2 | $96K | Buy |
|