Mount Lucas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.32M | Sell |
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|
2023
Q2 | $2.76M | Sell |
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|
2023
Q1 | $6.14M | Buy |
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|
2022
Q4 | $5.98M | Buy |
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|
2022
Q3 | $2.26M | Sell |
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|
2022
Q2 | $2.32M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3.74M | Sell |
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|
2020
Q2 | $5.5M | Sell |
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|
2020
Q1 | $4.23M | Buy |
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|
2019
Q4 | $6.47M | Sell |
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|
2019
Q3 | $8.17M | Sell |
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|
2019
Q2 | $8.81M | Sell |
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|
2019
Q1 | $9.16M | Buy |
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|
2018
Q4 | $6.97M | Sell |
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|
2018
Q3 | $22.2M | Buy |
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|
2018
Q2 | $11.4M | Sell |
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|
2018
Q1 | $9.88M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $13.8M | Sell |
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|
2016
Q1 | $15.2M | Sell |
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|
2015
Q4 | $17.3M | Buy |
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|
2015
Q3 | $15.9M | Buy |
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