Moody Lynn & Lieberson’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,827
| Closed | -$240K | – | 258 |
|
|
2024
Q3 | $240K | Hold |
1,827
| – | – | 0.01% | 228 |
|
|
2024
Q2 | $258K | Hold |
1,827
| – | – | 0.02% | 211 |
|
|
2024
Q1 | $298K | Buy |
1,827
+81
| +5% | +$11.7K | 0.02% | 198 |
|
|
2023
Q4 | $232K | Sell |
1,746
-9
| -0.5% | -$1.08K | 0.02% | 214 |
|
|
2023
Q3 | $211K | Buy |
+1,755
| New | +$197K | 0.02% | 199 |
|
|
2020
Q1 | – | Sell |
-32,829
| Closed | -$3.66M | – | 193 |
|
|
2019
Q4 | $3.66M | Sell |
32,829
-6,794
| -17% | -$763K | 0.35% | 73 |
|
|
2019
Q3 | $4.06M | Buy |
39,623
+19,829
| +100% | +$1.99M | 0.45% | 63 |
|
|
2019
Q2 | $1.85M | Sell |
19,794
-433
| -2% | -$38.9K | 0.2% | 84 |
|
|
2019
Q1 | $1.93M | Sell |
20,227
-320
| -2% | -$30.4K | 0.22% | 78 |
|
|
2018
Q4 | $1.77M | Sell |
20,547
-10,812
| -34% | -$1.06M | 0.24% | 77 |
|
|
2018
Q3 | $3.54M | Sell |
31,359
-330
| -1% | -$38.1K | 0.38% | 66 |
|
|
2018
Q2 | $3.56M | Sell |
31,689
-15,909
| -33% | -$1.79M | 0.42% | 59 |
|
|
2018
Q1 | $4.57M | Buy |
47,598
+6,026
| +14% | +$587K | 0.55% | 53 |
|
|
2017
Q4 | $4.25M | Buy |
41,572
+2,828
| +7% | +$269K | 0.45% | 55 |
|
|
2017
Q3 | $3.55M | Sell |
38,744
-23,848
| -38% | -$2.02M | 0.43% | 61 |
|
|
2017
Q2 | $5.18M | Sell |
62,592
-16,671
| -21% | -$1.31M | 0.68% | 47 |
|
|
2017
Q1 | $6.28M | Sell |
79,263
-36,195
| -31% | -$2.92M | 0.88% | 44 |
|
|
2016
Q4 | $9.98M | Buy |
115,458
+33,051
| +40% | +$2.75M | 1.43% | 27 |
|
|
2016
Q3 | $6.64M | Sell |
82,407
-1,483
| -2% | -$115K | 1.1% | 35 |
|
|
2016
Q2 | $6.66M | Sell |
83,890
-8,080
| -9% | -$660K | 1.19% | 31 |
|
|
2016
Q1 | $7.96M | Buy |
91,970
+10,994
| +14% | +$894K | 1.25% | 29 |
|
|
2015
Q4 | $6.62M | Buy |
80,976
+11,118
| +16% | +$959K | 1.04% | 33 |
|
|
2015
Q3 | $5.37M | Sell |
69,858
-8,037
| -10% | -$639K | 1.03% | 39 |
|
|
2015
Q2 | $6.28M | Sell |
77,895
-1,847
| -2% | -$147K | 1% | 37 |
|
|
2015
Q1 | $6.27M | Buy |
79,742
+3,703
| +5% | +$272K | 1% | 37 |
|
|
2014
Q4 | $5.45M | Sell |
76,039
-23,313
| -23% | -$1.72M | 0.78% | 47 |
|
|
2014
Q3 | $8.08M | Sell |
99,352
-38,037
| -28% | -$3.17M | 1.2% | 27 |
|
|
2014
Q2 | $11.1M | Sell |
137,389
-50,051
| -27% | -$4.12M | 1.52% | 18 |
|
|
2014
Q1 | $14.4M | Buy |
187,440
+164,079
| +702% | +$12.5M | 2.09% | 7 |
|
|
2013
Q4 | $1.8M | Sell |
23,361
-86
| -0.4% | -$5.74K | 0.25% | 96 |
|
|
2013
Q3 | $1.36M | Sell |
23,447
-3,570
| -13% | -$207K | 0.21% | 102 |
|
|
2013
Q2 | $1.59M | Buy |
+27,017
| New | +$1.7M | 0.28% | 89 |
|
Other funds holding PSX
Moody Lynn & Lieberson's PSX Position: Q4 2024 in Review
Moody Lynn & Lieberson sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 1,827 shares — an estimated $240K sold.
Moody Lynn & Lieberson first reported a position in PSX in Q2 2013 and held it in 32 quarters. The position peaked at $14.4M in Q1 2014. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.
- Moody Lynn & Lieberson reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
- Moody Lynn & Lieberson sold 1,827 Phillips 66 shares in Q4 2024, an estimated $240K.
- Moody Lynn & Lieberson first reported a position in Phillips 66 in Q2 2013 and held it in 32 quarters.
- Moody Lynn & Lieberson's Phillips 66 position peaked at $14.4M in Q1 2014.
- 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.
Based on Moody Lynn & Lieberson's 13F filing for Q4 2024, filed 21 Jan 2025.