MML Investors Services’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 | $28.3M | Buy |
237,553
+7,079
| +3% | +$845K | 0.08% | 239 |
|
|
2025
Q1 | $28.5M | Buy |
230,474
+4,106
| +2% | +$507K | 0.09% | 217 |
|
|
2024
Q4 | $25.8M | Buy |
226,368
+1,529
| +0.7% | +$174K | 0.09% | 223 |
|
|
2024
Q3 | $29.6M | Sell |
224,839
-10,380
| -4% | -$1.36M | 0.11% | 197 |
|
|
2024
Q2 | $33.2M | Sell |
235,219
-56,324
| -19% | -$7.95M | 0.13% | 168 |
|
|
2024
Q1 | $47.6M | Buy |
291,543
+8,909
| +3% | +$1.46M | 0.2% | 114 |
|
|
2023
Q4 | $37.6M | Buy |
282,634
+36,569
| +15% | +$4.87M | 0.17% | 131 |
|
|
2023
Q3 | $29.6M | Buy |
246,065
+17,054
| +7% | +$2.05M | 0.16% | 138 |
|
|
2023
Q2 | $21.8M | Buy |
229,011
+37,139
| +19% | +$3.54M | 0.12% | 192 |
|
|
2023
Q1 | $19.5M | Sell |
191,872
-17,128
| -8% | -$1.74M | 0.14% | 165 |
|
|
2022
Q4 | $21.8M | Buy |
209,000
+22,202
| +12% | +$2.31M | 0.14% | 157 |
|
|
2022
Q3 | $15.1M | Buy |
186,798
+13,373
| +8% | +$1.08M | 0.11% | 197 |
|
|
2022
Q2 | $14.2M | Buy |
173,425
+20,827
| +14% | +$1.71M | 0.11% | 214 |
|
|
2022
Q1 | $13.2M | Buy |
152,598
+13,356
| +10% | +$1.15M | 0.09% | 227 |
|
|
2021
Q4 | $10.1M | Buy |
139,242
+8,596
| +7% | +$623K | 0.07% | 277 |
|
|
2021
Q3 | $9.15M | Sell |
130,646
-13,853
| -10% | -$970K | 0.07% | 286 |
|
|
2021
Q2 | $12.4M | Buy |
144,499
+8,309
| +6% | +$713K | 0.1% | 214 |
|
|
2021
Q1 | $11.1M | Buy |
136,190
+46,316
| +52% | +$3.78M | 0.11% | 209 |
|
|
2020
Q4 | $6.29M | Buy |
89,874
+33,192
| +59% | +$2.32M | 0.07% | 275 |
|
|
2020
Q3 | $2.94M | Buy |
56,682
+3,454
| +6% | +$179K | 0.04% | 399 |
|
|
2020
Q2 | $3.83M | Buy |
53,228
+8,145
| +18% | +$586K | 0.05% | 315 |
|
|
2020
Q1 | $2.42M | Sell |
45,083
-3,060
| -6% | -$164K | 0.04% | 362 |
|
|
2019
Q4 | $5.36M | Buy |
48,143
+4,381
| +10% | +$488K | 0.08% | 248 |
|
|
2019
Q3 | $4.48M | Buy |
43,762
+4,126
| +10% | +$422K | 0.07% | 257 |
|
|
2019
Q2 | $3.71M | Buy |
39,636
+14,364
| +57% | +$1.34M | 0.05% | 314 |
|
|
2019
Q1 | $2.41M | Sell |
25,272
-9,089
| -26% | -$865K | 0.04% | 398 |
|
|
2018
Q4 | $2.96M | Buy |
34,361
+1,990
| +6% | +$171K | 0.05% | 326 |
|
|
2018
Q3 | $3.65M | Buy |
32,371
+16,678
| +106% | +$1.88M | 0.06% | 291 |
|
|
2018
Q2 | $1.76M | Buy |
15,693
+345
| +2% | +$38.8K | 0.04% | 390 |
|
|
2018
Q1 | $1.47M | Sell |
15,348
-1,354
| -8% | -$130K | 0.03% | 422 |
|
|
2017
Q4 | $1.69M | Buy |
16,702
+72
| +0.4% | +$7.28K | 0.03% | 389 |
|
|
2017
Q3 | $1.52M | Buy |
16,630
+954
| +6% | +$87.4K | 0.03% | 401 |
|
|
2017
Q2 | $1.3M | Buy |
15,676
+319
| +2% | +$26.4K | 0.02% | 432 |
|
|
2017
Q1 | $1.22M | Buy |
+15,357
| New | +$1.22M | 0.02% | 231 |
|