IIM
INTECH Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
20,863
-4,473
| -18% | -$534K | 0.02% | 635 |
|
|
2025
Q1 | $3.13M | Sell |
25,336
-13,986
| -36% | -$1.73M | 0.03% | 501 |
|
|
2024
Q4 | $4.48M | Sell |
39,322
-137,938
| -78% | -$15.7M | 0.04% | 356 |
|
|
2024
Q3 | $23.3M | Buy |
177,260
+31,039
| +21% | +$4.08M | 0.26% | 72 |
|
|
2024
Q2 | $20.6M | Buy |
146,221
+42,457
| +41% | +$5.99M | 0.26% | 68 |
|
|
2024
Q1 | $16.9M | Sell |
103,764
-217,777
| -68% | -$35.6M | 0.24% | 90 |
|
|
2023
Q4 | $42.8M | Buy |
321,541
+248
| +0.1% | +$33K | 0.62% | 29 |
|
|
2023
Q3 | $38.6M | Sell |
321,293
-353,707
| -52% | -$42.5M | 0.57% | 38 |
|
|
2023
Q2 | $64.4M | Buy |
675,000
+518,233
| +331% | +$49.4M | 0.66% | 33 |
|
|
2023
Q1 | $15.9M | Buy |
156,767
+12,985
| +9% | +$1.32M | 0.13% | 218 |
|
|
2022
Q4 | $15M | Buy |
143,782
+91,928
| +177% | +$9.57M | 0.11% | 230 |
|
|
2022
Q3 | $4.19M | Buy |
51,854
+23,371
| +82% | +$1.89M | 0.03% | 377 |
|
|
2022
Q2 | $2.34M | Buy |
+28,483
| New | +$2.34M | 0.01% | 436 |
|