Miller 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 | $775K | Hold |
6,500
| – | – | 0.08% | 72 |
|
|
2025
Q1 | $803K | Hold |
6,500
| – | – | 0.09% | 69 |
|
|
2024
Q4 | $741K | Hold |
6,500
| – | – | 0.08% | 71 |
|
|
2024
Q3 | $854K | Hold |
6,500
| – | – | 0.09% | 69 |
|
|
2024
Q2 | $918K | Hold |
6,500
| – | – | 0.11% | 68 |
|
|
2024
Q1 | $1.06M | Hold |
6,500
| – | – | 0.14% | 63 |
|
|
2023
Q4 | $865K | Hold |
6,500
| – | – | 0.12% | 67 |
|
|
2023
Q3 | $781K | Hold |
6,500
| – | – | 0.12% | 66 |
|
|
2023
Q2 | $620K | Hold |
6,500
| – | – | 0.09% | 69 |
|
|
2023
Q1 | $659K | Hold |
6,500
| – | – | 0.11% | 65 |
|
|
2022
Q4 | $677K | Hold |
6,500
| – | – | 0.12% | 65 |
|
|
2022
Q3 | $525K | Hold |
6,500
| – | – | 0.11% | 64 |
|
|
2022
Q2 | $533K | Hold |
6,500
| – | – | 0.11% | 61 |
|
|
2022
Q1 | $562K | Hold |
6,500
| – | – | 0.09% | 65 |
|
|
2021
Q4 | $471K | Hold |
6,500
| – | – | 0.07% | 73 |
|
|
2021
Q3 | $455K | Hold |
6,500
| – | – | 0.08% | 69 |
|
|
2021
Q2 | $558K | Hold |
6,500
| – | – | 0.1% | 58 |
|
|
2021
Q1 | $530K | Hold |
6,500
| – | – | 0.1% | 58 |
|
|
2020
Q4 | $455K | Hold |
6,500
| – | – | 0.08% | 59 |
|
|
2020
Q3 | $337K | Hold |
6,500
| – | – | 0.08% | 58 |
|
|
2020
Q2 | $467K | Hold |
6,500
| – | – | 0.14% | 51 |
|
|
2020
Q1 | $349K | Buy |
+6,500
| New | +$349K | 0.11% | 55 |
|