Miller Howard Investments’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53.6M | Buy |
294,220
+3,410
| +1% | +$534K | 1.47% | 27 |
|
|
2025
Q4 | $37.5M | Buy |
290,810
+8,319
| +3% | +$1.12M | 1.13% | 40 |
|
|
2025
Q3 | $38.4M | Sell |
282,491
-1,027
| -0.4% | -$132K | 1.17% | 40 |
|
|
2025
Q2 | $33.8M | Sell |
283,518
-2,048
| -0.7% | -$229K | 1.07% | 43 |
|
|
2025
Q1 | $35.3M | Buy |
285,566
+354
| +0.1% | +$43.6K | 1.12% | 38 |
|
|
2024
Q4 | $32.5M | Sell |
285,212
-6,398
| -2% | -$814K | 1.07% | 42 |
|
|
2024
Q3 | $38.3M | Sell |
291,610
-8,158
| -3% | -$1.1M | 1.18% | 35 |
|
|
2024
Q2 | $42.3M | Sell |
299,768
-7,510
| -2% | -$1.11M | 1.4% | 30 |
|
|
2024
Q1 | $50.2M | Sell |
307,278
-16,205
| -5% | -$2.34M | 1.65% | 27 |
|
|
2023
Q4 | $43.1M | Sell |
323,483
-2,025
| -0.6% | -$242K | 1.5% | 28 |
|
|
2023
Q3 | $39.1M | Sell |
325,508
-50,268
| -13% | -$5.64M | 1.43% | 29 |
|
|
2023
Q2 | $35.8M | Buy |
375,776
+342,580
| +1,032% | +$33.3M | 1.28% | 32 |
|
|
2023
Q1 | $3.37M | Sell |
33,196
-46,832
| -59% | -$4.76M | 0.12% | 105 |
|
|
2022
Q4 | $8.33M | Buy |
80,028
+72,088
| +908% | +$7.37M | 0.3% | 63 |
|
|
2022
Q3 | $641K | Sell |
7,940
-2,079
| -21% | -$177K | 0.03% | 144 |
|
|
2022
Q2 | $821K | Buy |
10,019
+671
| +7% | +$62.1K | 0.03% | 145 |
|
|
2022
Q1 | $808K | Buy |
9,348
+4,175
| +81% | +$351K | 0.03% | 143 |
|
|
2021
Q4 | $375K | Sell |
5,173
-112
| -2% | -$8.47K | 0.01% | 146 |
|
|
2021
Q3 | $370K | Sell |
5,285
-365
| -6% | -$26.4K | 0.02% | 142 |
|
|
2021
Q2 | $485K | Sell |
5,650
-673
| -11% | -$56.8K | 0.02% | 138 |
|
|
2021
Q1 | $516K | Buy |
6,323
+338
| +6% | +$26.5K | 0.02% | 138 |
|
|
2020
Q4 | $419K | Sell |
5,985
-625
| -9% | -$36.7K | 0.02% | 142 |
|
|
2020
Q3 | $343K | Sell |
6,610
-1,522
| -19% | -$92.9K | 0.02% | 134 |
|
|
2020
Q2 | $585K | Sell |
8,132
-4,971
| -38% | -$352K | 0.03% | 124 |
|
|
2020
Q1 | $703K | Buy |
+13,103
| New | +$1.07M | 0.04% | 121 |
|
Other funds holding PSX
VCM
VPM
EIM
