Marco Investment Management’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 | $9.27M | Buy |
77,722
+575
| +0.7% | +$68.6K | 0.77% | 36 |
|
|
2025
Q1 | $9.53M | Sell |
77,147
-1,835
| -2% | -$227K | 0.88% | 34 |
|
|
2024
Q4 | $9M | Buy |
78,982
+1,060
| +1% | +$121K | 0.78% | 38 |
|
|
2024
Q3 | $10.2M | Buy |
77,922
+1,802
| +2% | +$237K | 0.88% | 36 |
|
|
2024
Q2 | $10.7M | Buy |
76,120
+959
| +1% | +$135K | 0.99% | 33 |
|
|
2024
Q1 | $12.3M | Buy |
75,161
+876
| +1% | +$143K | 1.16% | 30 |
|
|
2023
Q4 | $9.89M | Buy |
74,285
+90
| +0.1% | +$12K | 1.01% | 34 |
|
|
2023
Q3 | $8.91M | Sell |
74,195
-335
| -0.4% | -$40.3K | 1.03% | 34 |
|
|
2023
Q2 | $7.11M | Sell |
74,530
-1,528
| -2% | -$146K | 0.77% | 41 |
|
|
2023
Q1 | $7.71M | Buy |
76,058
+202
| +0.3% | +$20.5K | 0.87% | 36 |
|
|
2022
Q4 | $7.9M | Sell |
75,856
-505
| -0.7% | -$52.6K | 0.92% | 35 |
|
|
2022
Q3 | $6.16M | Buy |
76,361
+2,015
| +3% | +$163K | 0.78% | 42 |
|
|
2022
Q2 | $6.1M | Sell |
74,346
-86
| -0.1% | -$7.05K | 0.71% | 47 |
|
|
2022
Q1 | $6.43M | Buy |
74,432
+21,476
| +41% | +$1.86M | 0.65% | 48 |
|
|
2021
Q4 | $3.84M | Buy |
52,956
+13,372
| +34% | +$969K | 0.38% | 68 |
|
|
2021
Q3 | $2.77M | Buy |
39,584
+4,167
| +12% | +$292K | 0.31% | 84 |
|
|
2021
Q2 | $3.04M | Buy |
35,417
+5,903
| +20% | +$507K | 0.35% | 73 |
|
|
2021
Q1 | $2.41M | Hold |
29,514
| – | – | 0.31% | 75 |
|
|
2020
Q4 | $2.06M | Buy |
29,514
+700
| +2% | +$49K | 0.3% | 74 |
|
|
2020
Q3 | $1.49M | Sell |
28,814
-500
| -2% | -$25.9K | 0.24% | 74 |
|
|
2020
Q2 | $2.11M | Sell |
29,314
-903
| -3% | -$64.9K | 0.39% | 61 |
|
|
2020
Q1 | $1.62M | Sell |
30,217
-2,200
| -7% | -$118K | 0.34% | 62 |
|
|
2019
Q4 | $3.61M | Sell |
32,417
-277
| -0.8% | -$30.9K | 0.56% | 52 |
|
|
2019
Q3 | $3.35M | Buy |
32,694
+78
| +0.2% | +$7.99K | 0.57% | 53 |
|
|
2019
Q2 | $3.05M | Buy |
32,616
+1,107
| +4% | +$104K | 0.54% | 53 |
|
|
2019
Q1 | $3M | Sell |
31,509
-2,287
| -7% | -$218K | 0.56% | 54 |
|
|
2018
Q4 | $2.91M | Buy |
33,796
+1,830
| +6% | +$158K | 0.58% | 52 |
|
|
2018
Q3 | $3.6M | Sell |
31,966
-79
| -0.2% | -$8.9K | 0.51% | 57 |
|
|
2018
Q2 | $3.6M | Sell |
32,045
-1,119
| -3% | -$126K | 0.56% | 54 |
|
|
2018
Q1 | $3.18M | Sell |
33,164
-1,626
| -5% | -$156K | 0.49% | 57 |
|
|
2017
Q4 | $3.52M | Sell |
34,790
-6,472
| -16% | -$655K | 0.54% | 55 |
|
|
2017
Q3 | $3.78M | Buy |
41,262
+17,708
| +75% | +$1.62M | 0.59% | 54 |
|
|
2017
Q2 | $1.95M | Buy |
23,554
+440
| +2% | +$36.4K | 0.32% | 77 |
|
|
2017
Q1 | $1.83M | Sell |
23,114
-296
| -1% | -$23.4K | 0.31% | 79 |
|
|
2016
Q4 | $2.02M | Buy |
23,410
+504
| +2% | +$43.6K | 0.35% | 79 |
|
|
2016
Q3 | $1.85M | Sell |
22,906
-636
| -3% | -$51.2K | 0.33% | 81 |
|
|
2016
Q2 | $1.87M | Buy |
23,542
+4
| +0% | +$317 | 0.35% | 81 |
|
|
2016
Q1 | $2.04K | Buy |
23,538
+123
| +0.5% | +$11 | 0.29% | 79 |
|
|
2015
Q4 | $1.92M | Sell |
23,415
-97
| -0.4% | -$7.93K | 0.36% | 85 |
|
|
2015
Q3 | $1.81M | Buy |
23,512
+4
| +0% | +$307 | 0.36% | 87 |
|
|
2015
Q2 | $1.89M | Buy |
23,508
+304
| +1% | +$24.5K | 0.32% | 89 |
|
|
2015
Q1 | $1.82M | Buy |
23,204
+1,303
| +6% | +$102K | 0.32% | 84 |
|
|
2014
Q4 | $1.57M | Buy |
21,901
+8,410
| +62% | +$603K | 0.2% | 92 |
|
|
2014
Q3 | $1.1M | Buy |
13,491
+120
| +0.9% | +$9.76K | 0.15% | 97 |
|
|
2014
Q2 | $1.08M | Sell |
13,371
-930
| -7% | -$74.8K | 0.21% | 97 |
|
|
2014
Q1 | $1.1M | Sell |
14,301
-2,050
| -13% | -$158K | 0.23% | 93 |
|
|
2013
Q4 | $1.26K | Sell |
16,351
-2,250
| -12% | -$174 | 0.07% | 90 |
|
|
2013
Q3 | $1.08M | Buy |
18,601
+1,000
| +6% | +$57.8K | 0.25% | 93 |
|
|
2013
Q2 | $1.04M | Buy |
+17,601
| New | +$1.04M | 0.3% | 67 |
|