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Monetary Management Group’s Phillips 66 PSX Stock Holding History

Monetary Management Group’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$272K Hold
2,280
– – 0.07% 180
2025
Q1 		$282K Hold
2,280
– – 0.08% 172
2024
Q4 		$260K Hold
2,280
– – 0.07% 181
2024
Q3 		$300K Hold
2,280
– – 0.08% 176
2024
Q2 		$322K Sell
2,280
-397
-15% -$56K 0.09% 171
2024
Q1 		$437K Hold
2,677
– – 0.12% 143
2023
Q4 		$356K Hold
2,677
– – 0.11% 154
2023
Q3 		$322K Hold
2,677
– – 0.11% 159
2023
Q2 		$255K Hold
2,677
– – 0.08% 172
2023
Q1 		$271K Hold
2,677
– – 0.08% 169
2022
Q4 		$279K Hold
2,677
– – 0.09% 171
2022
Q3 		$216K Hold
2,677
– – 0.07% 179
2022
Q2 		$219K Hold
2,677
– – 0.07% 176
2022
Q1 		$231K Hold
2,677
– – 0.06% 181
2021
Q4 		$194K Hold
2,677
– – 0.05% 196
2021
Q3 		$187K Sell
2,677
-250
-9% -$17.5K 0.05% 194
2021
Q2 		$251K Buy
2,927
+100
+4% +$8.58K 0.08% 163
2021
Q1 		$231K Hold
2,827
– – 0.07% 167
2020
Q4 		$198K Sell
2,827
-2,500
-47% -$175K 0.07% 165
2020
Q3 		$276K Hold
5,327
– – 0.1% 134
2020
Q2 		$383K Buy
5,327
+1,250
+31% +$89.9K 0.14% 111
2020
Q1 		$219K Sell
4,077
-800
-16% -$43K 0.1% 125
2019
Q4 		$543K Hold
4,877
– – 0.2% 109
2019
Q3 		$499K Hold
4,877
– – 0.19% 113
2019
Q2 		$456K Sell
4,877
-2,800
-36% -$262K 0.18% 114
2019
Q1 		$731K Buy
7,677
+2,800
+57% +$267K 0.29% 93
2018
Q4 		$420K Hold
4,877
– – 0.19% 106
2018
Q3 		$550K Hold
4,877
– – 0.21% 98
2018
Q2 		$548K Hold
4,877
– – 0.22% 99
2018
Q1 		$468K Hold
4,877
– – 0.19% 102
2017
Q4 		$493K Hold
4,877
– – 0.2% 97
2017
Q3 		$447K Hold
4,877
– – 0.19% 102
2017
Q2 		$403K Buy
4,877
+100
+2% +$8.26K 0.16% 119
2017
Q1 		$378K Buy
4,777
+200
+4% +$15.8K 0.16% 117
2016
Q4 		$395K Hold
4,577
– – 0.18% 105
2016
Q3 		$369K Hold
4,577
– – 0.17% 106
2016
Q2 		$363K Sell
4,577
-250
-5% -$19.8K 0.17% 110
2016
Q1 		$418K Hold
4,827
– – 0.2% 98
2015
Q4 		$395K Hold
4,827
– – 0.19% 101
2015
Q3 		$371K Hold
4,827
– – 0.19% 110
2015
Q2 		$389K Hold
4,827
– – 0.18% 109
2015
Q1 		$379K Hold
4,827
– – 0.17% 110
2014
Q4 		$346K Sell
4,827
-100
-2% -$7.17K 0.15% 119
2014
Q3 		$401K Hold
4,927
– – 0.19% 111
2014
Q2 		$396K Sell
4,927
-1,025
-17% -$82.4K 0.19% 111
2014
Q1 		$459K Hold
5,952
– – 0.21% 106
2013
Q4 		$459K Hold
5,952
– – 0.21% 102
2013
Q3 		$344K Hold
5,952
– – 0.18% 115
2013
Q2 		$350K Buy
+5,952
New +$350K 0.19% 117