MAM
Montchanin Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $436K | Hold |
3,830
| – | – | 0.42% | 41 |
|
|
2024
Q3 | $503K | Hold |
3,830
| – | – | 0.46% | 40 |
|
|
2024
Q2 | $541K | Hold |
3,830
| – | – | 0.51% | 38 |
|
|
2024
Q1 | $626K | Buy |
+3,830
| New | +$626K | 0.61% | 32 |
|
|
2023
Q2 | $365K | Hold |
3,830
| – | – | 0.42% | 42 |
|
|
2023
Q1 | $388K | Hold |
3,830
| – | – | 0.49% | 38 |
|
|
2022
Q4 | $399K | Hold |
3,830
| – | – | 0.55% | 37 |
|
|
2022
Q3 | $309K | Hold |
3,830
| – | – | 0.44% | 38 |
|
|
2022
Q2 | $314K | Buy |
+3,830
| New | +$314K | 0.43% | 37 |
|