Montgomery Investment Management’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 | $4.65M | Sell |
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|
2025
Q1 | $5M | Buy |
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|
2024
Q4 | $4.61M | Sell |
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|
2024
Q3 | $5.33M | Hold |
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|
2024
Q2 | $5.72M | Hold |
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|
2024
Q1 | $6.62M | Sell |
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|
2023
Q4 | $8.08M | Hold |
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|
2023
Q3 | $7.29M | Sell |
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|
2023
Q2 | $5.82M | Sell |
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|
2023
Q1 | $6.21M | Sell |
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|
2022
Q4 | $6.38M | Hold |
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|
2022
Q3 | $4.94M | Buy |
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|
2022
Q2 | $5.01M | Sell |
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|
2022
Q1 | $5.34M | Sell |
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|
2021
Q4 | $4.52M | Sell |
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|
2021
Q3 | $4.38M | Buy |
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|
2021
Q2 | $5.31M | Sell |
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|
2021
Q1 | $5.15M | Sell |
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|
2020
Q4 | $4.44M | Sell |
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|
2020
Q3 | $3.29M | Sell |
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|
2020
Q2 | $4.71M | Sell |
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|
2020
Q1 | $3.63M | Sell |
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|
2019
Q4 | $7.54M | Sell |
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|
2019
Q3 | $6.96M | Hold |
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|
2019
Q2 | $6.36M | Hold |
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|
2019
Q1 | $6.47M | Hold |
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|
2018
Q4 | $5.86M | Sell |
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|
2018
Q3 | $7.78M | Sell |
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|
2018
Q2 | $7.77M | Hold |
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|
2018
Q1 | $6.63M | Sell |
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|
2017
Q4 | $7M | Sell |
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|
2017
Q3 | $6.35M | Hold |
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|
2017
Q2 | $5.73M | Hold |
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|
2017
Q1 | $5.49M | Sell |
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|
2016
Q4 | $5.99M | Hold |
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|
2016
Q3 | $5.58M | Sell |
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|
2016
Q2 | $5.52M | Sell |
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|
2016
Q1 | $6.08M | Sell |
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|
2015
Q4 | $5.79M | Buy |
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|
2015
Q3 | $5.43M | Hold |
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|
2015
Q2 | $5.69M | Buy |
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|
2015
Q1 | $5.5M | Sell |
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|
2014
Q4 | $5.01M | Buy |
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|
2014
Q3 | $3.54M | Buy |
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|
2014
Q2 | $2.94M | Sell |
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|
2014
Q1 | $2.91M | Sell |
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|
2013
Q4 | $2.99M | Sell |
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|
2013
Q3 | $3.81M | Sell |
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|
2013
Q2 | $3.92M | Buy |
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