Monetary Management Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $260K | Hold |
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|
2024
Q3 | $300K | Hold |
|
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|
2024
Q2 | $322K | Sell |
|
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|
2024
Q1 | $437K | Hold |
|
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|
2023
Q4 | $356K | Hold |
|
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|
2023
Q3 | $322K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $271K | Hold |
|
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $219K | Hold |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $194K | Hold |
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|
2021
Q3 | $187K | Sell |
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|
2021
Q2 | $251K | Buy |
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|
2021
Q1 | $231K | Hold |
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|
2020
Q4 | $198K | Sell |
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|
2020
Q3 | $276K | Hold |
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|
2020
Q2 | $383K | Buy |
|
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $543K | Hold |
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|
2019
Q3 | $499K | Hold |
|
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|
2019
Q2 | $456K | Sell |
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|
2019
Q1 | $731K | Buy |
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|
2018
Q4 | $420K | Hold |
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|
2018
Q3 | $550K | Hold |
|
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|
2018
Q2 | $548K | Hold |
|
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|
2018
Q1 | $468K | Hold |
|
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|
2017
Q4 | $493K | Hold |
|
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|
2017
Q3 | $447K | Hold |
|
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|
2017
Q2 | $403K | Buy |
|
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|
2017
Q1 | $378K | Buy |
|
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|
2016
Q4 | $395K | Hold |
|
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|
2016
Q3 | $369K | Hold |
|
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|
2016
Q2 | $363K | Sell |
|
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|
2016
Q1 | $418K | Hold |
|
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|
2015
Q4 | $395K | Hold |
|
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|
2015
Q3 | $371K | Hold |
|
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|
2015
Q2 | $389K | Hold |
|
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|
2015
Q1 | $379K | Hold |
|
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|
2014
Q4 | $346K | Sell |
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|
2014
Q3 | $401K | Hold |
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|
2014
Q2 | $396K | Sell |
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|
2014
Q1 | $459K | Hold |
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|
2013
Q4 | $459K | Hold |
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|
2013
Q3 | $344K | Hold |
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|
2013
Q2 | $350K | Buy |
|