Aull & Monroe 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
Q3 | $563K | Sell |
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|
2025
Q2 | $511K | Sell |
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|
2025
Q1 | $627K | Sell |
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|
2024
Q4 | $610K | Sell |
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|
2024
Q3 | $799K | Sell |
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|
2024
Q2 | $860K | Hold |
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|
2024
Q1 | $995K | Sell |
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|
2023
Q4 | $858K | Sell |
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|
2023
Q3 | $820K | Hold |
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|
2023
Q2 | $651K | Sell |
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|
2023
Q1 | $702K | Sell |
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|
2022
Q4 | $737K | Hold |
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|
2022
Q3 | $572K | Sell |
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|
2022
Q2 | $605K | Hold |
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|
2022
Q1 | $637K | Buy |
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|
2021
Q4 | $513K | Sell |
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|
2021
Q3 | $510K | Sell |
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|
2021
Q2 | $631K | Hold |
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|
2021
Q1 | $599K | Sell |
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|
2020
Q4 | $524K | Buy |
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|
2020
Q3 | $384K | Hold |
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|
2020
Q2 | $532K | Sell |
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|
2020
Q1 | $433K | Sell |
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|
2019
Q4 | $934K | Hold |
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|
2019
Q3 | $858K | Sell |
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|
2019
Q2 | $966K | Sell |
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|
2019
Q1 | $1M | Sell |
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|
2018
Q4 | $969K | Sell |
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|
2018
Q3 | $1.34M | Buy |
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|
2018
Q2 | $1.32M | Sell |
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|
2018
Q1 | $1.13M | Hold |
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|
2017
Q4 | $1.19M | Sell |
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|
2017
Q3 | $1.09M | Sell |
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|
2017
Q2 | $1M | Hold |
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|
2017
Q1 | $960K | Sell |
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|
2016
Q4 | $1.06M | Hold |
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|
2016
Q3 | $985K | Hold |
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|
2016
Q2 | $970K | Sell |
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|
2016
Q1 | $1.09M | Sell |
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|
2015
Q4 | $1.03M | Hold |
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|
2015
Q3 | $967K | Sell |
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|
2015
Q2 | $1.01M | Sell |
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|
2015
Q1 | $1.03M | Sell |
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|
2014
Q4 | $954K | Sell |
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|
2014
Q3 | $1.15M | Buy |
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|
2014
Q2 | $1.12M | Buy |
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|
2014
Q1 | $1.06M | Sell |
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|
2013
Q4 | $1.07M | Buy |
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|
2013
Q3 | $773K | Hold |
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|
2013
Q2 | $787K | Buy |
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