Meyer Handelman Company’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 | $4.5M | Sell |
37,722
-750
| -2% | -$89.5K | 0.15% | 102 |
|
|
2025
Q1 | $4.75M | Sell |
38,472
-137
| -0.4% | -$16.9K | 0.17% | 105 |
|
|
2024
Q4 | $4.4M | Sell |
38,609
-863
| -2% | -$98.3K | 0.15% | 105 |
|
|
2024
Q3 | $5.19M | Sell |
39,472
-300
| -0.8% | -$39.4K | 0.18% | 99 |
|
|
2024
Q2 | $5.61M | Sell |
39,772
-100
| -0.3% | -$14.1K | 0.2% | 96 |
|
|
2024
Q1 | $6.51M | Hold |
39,872
| – | – | 0.23% | 93 |
|
|
2023
Q4 | $5.31M | Sell |
39,872
-900
| -2% | -$120K | 0.21% | 99 |
|
|
2023
Q3 | $4.9M | Hold |
40,772
| – | – | 0.2% | 100 |
|
|
2023
Q2 | $3.89M | Sell |
40,772
-7,000
| -15% | -$668K | 0.16% | 108 |
|
|
2023
Q1 | $4.84M | Sell |
47,772
-100
| -0.2% | -$10.1K | 0.2% | 102 |
|
|
2022
Q4 | $4.98M | Sell |
47,872
-800
| -2% | -$83.3K | 0.21% | 101 |
|
|
2022
Q3 | $3.93M | Sell |
48,672
-1,500
| -3% | -$121K | 0.18% | 108 |
|
|
2022
Q2 | $4.11M | Sell |
50,172
-3,000
| -6% | -$246K | 0.18% | 108 |
|
|
2022
Q1 | $4.59M | Buy |
53,172
+1,092
| +2% | +$94.3K | 0.18% | 111 |
|
|
2021
Q4 | $3.77M | Sell |
52,080
-1,000
| -2% | -$72.5K | 0.14% | 115 |
|
|
2021
Q3 | $3.72M | Buy |
53,080
+2,200
| +4% | +$154K | 0.15% | 110 |
|
|
2021
Q2 | $4.37M | Sell |
50,880
-4,917
| -9% | -$422K | 0.17% | 103 |
|
|
2021
Q1 | $4.55M | Sell |
55,797
-1,803
| -3% | -$147K | 0.19% | 101 |
|
|
2020
Q4 | $4.03M | Sell |
57,600
-147
| -0.3% | -$10.3K | 0.18% | 103 |
|
|
2020
Q3 | $2.99M | Hold |
57,747
| – | – | 0.15% | 106 |
|
|
2020
Q2 | $4.15M | Hold |
57,747
| – | – | 0.22% | 94 |
|
|
2020
Q1 | $3.1M | Buy |
57,747
+1,279
| +2% | +$68.6K | 0.19% | 95 |
|
|
2019
Q4 | $6.29M | Hold |
56,468
| – | – | 0.3% | 81 |
|
|
2019
Q3 | $5.78M | Hold |
56,468
| – | – | 0.29% | 78 |
|
|
2019
Q2 | $5.28M | Buy |
56,468
+250
| +0.4% | +$23.4K | 0.27% | 85 |
|
|
2019
Q1 | $5.44M | Hold |
56,218
| – | – | 0.28% | 81 |
|
|
2018
Q4 | $4.84M | Sell |
56,218
-200
| -0.4% | -$17.2K | 0.27% | 85 |
|
|
2018
Q3 | $6.36M | Hold |
56,418
| – | – | 0.31% | 80 |
|
|
2018
Q2 | $6.34M | Sell |
56,418
-1,050
| -2% | -$118K | 0.32% | 83 |
|
|
2018
Q1 | $5.51M | Hold |
57,468
| – | – | 0.28% | 92 |
|
|
2017
Q4 | $5.81M | Hold |
57,468
| – | – | 0.28% | 89 |
|
|
2017
Q3 | $5.27M | Hold |
57,468
| – | – | 0.24% | 96 |
|
|
2017
Q2 | $4.75M | Sell |
57,468
-1,250
| -2% | -$103K | 0.2% | 100 |
|
|
2017
Q1 | $4.65M | Hold |
58,718
| – | – | 0.2% | 99 |
|
|
2016
Q4 | $5.07M | Hold |
58,718
| – | – | 0.22% | 95 |
|
|
2016
Q3 | $4.73M | Hold |
58,718
| – | – | 0.21% | 98 |
|
|
2016
Q2 | $4.66M | Hold |
58,718
| – | – | 0.21% | 100 |
|
|
2016
Q1 | $5.08M | Hold |
58,718
| – | – | 0.24% | 94 |
|
|
2015
Q4 | $4.8M | Sell |
58,718
-1,020
| -2% | -$83.4K | 0.23% | 96 |
|
|
2015
Q3 | $4.59M | Hold |
59,738
| – | – | 0.23% | 94 |
|
|
2015
Q2 | $4.81M | Buy |
59,738
+279
| +0.5% | +$22.5K | 0.22% | 95 |
|
|
2015
Q1 | $4.67M | Buy |
59,459
+3,800
| +7% | +$299K | 0.21% | 97 |
|
|
2014
Q4 | $3.99M | Buy |
55,659
+300
| +0.5% | +$21.5K | 0.18% | 102 |
|
|
2014
Q3 | $4.5M | Sell |
55,359
-300
| -0.5% | -$24.4K | 0.21% | 97 |
|
|
2014
Q2 | $4.48M | Sell |
55,659
-5
| -0% | -$402 | 0.21% | 98 |
|
|
2014
Q1 | $4.29M | Buy |
55,664
+800
| +1% | +$61.6K | 0.21% | 96 |
|
|
2013
Q4 | $4.23M | Buy |
54,864
+1,336
| +2% | +$103K | 0.21% | 98 |
|
|
2013
Q3 | $3.1M | Buy |
53,528
+3,350
| +7% | +$194K | 0.16% | 101 |
|
|
2013
Q2 | $2.96M | Buy |
+50,178
| New | +$2.96M | 0.16% | 103 |
|