Allen Investment Management’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
Q2 | $396K | Hold |
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|
2025
Q1 | $410K | Hold |
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|
2024
Q4 | $378K | Hold |
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|
2024
Q3 | $436K | Hold |
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|
2024
Q2 | $468K | Hold |
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|
2024
Q1 | $542K | Hold |
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|
2023
Q4 | $442K | Hold |
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|
2023
Q3 | $399K | Hold |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $348K | Hold |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $274K | Hold |
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|
2022
Q1 | $289K | Hold |
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|
2021
Q4 | $242K | Hold |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $287K | Hold |
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|
2021
Q1 | $273K | Hold |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $252K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $370K | Sell |
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|
2019
Q3 | $353K | Hold |
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|
2019
Q2 | $322K | Buy |
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|
2019
Q1 | $316K | Hold |
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|
2018
Q4 | $286K | Hold |
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|
2018
Q3 | $374K | Hold |
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|
2018
Q2 | $373K | Sell |
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|
2018
Q1 | $328K | Buy |
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|
2017
Q4 | $336K | Hold |
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|
2017
Q3 | $305K | Hold |
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|
2017
Q2 | $275K | Buy |
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|
2017
Q1 | $263K | Hold |
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|
2016
Q4 | $287K | Hold |
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|
2016
Q3 | $267K | Hold |
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|
2016
Q2 | $263K | Hold |
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|
2016
Q1 | $287K | Hold |
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|
2015
Q4 | $271K | Hold |
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|
2015
Q3 | $255K | Sell |
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|
2015
Q2 | $293K | Buy |
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|
2015
Q1 | $261K | Hold |
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|
2014
Q4 | $238K | Hold |
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|
2014
Q3 | $270K | Buy |
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|
2014
Q2 | $209K | Sell |
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|
2014
Q1 | $204K | Hold |
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|
2013
Q4 | $204K | Buy |
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