MTM Investment Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Buy |
3,478
+141
| +4% | +$16.8K | 0.14% | 137 |
|
|
2025
Q1 | $415K | Sell |
3,337
-30
| -0.9% | -$3.73K | 0.16% | 134 |
|
|
2024
Q4 | $384K | Buy |
3,367
+18
| +0.5% | +$2.05K | 0.15% | 142 |
|
|
2024
Q3 | $464K | Sell |
3,349
-200
| -6% | -$27.7K | 0.18% | 124 |
|
|
2024
Q2 | $501K | Hold |
3,549
| – | – | 0.21% | 110 |
|
|
2024
Q1 | $580K | Buy |
3,549
+19
| +0.5% | +$3.1K | 0.24% | 102 |
|
|
2023
Q4 | $470K | Hold |
3,530
| – | – | 0.21% | 107 |
|
|
2023
Q3 | $424K | Buy |
3,530
+100
| +3% | +$12K | 0.21% | 106 |
|
|
2023
Q2 | $327K | Hold |
3,430
| – | – | 0.16% | 127 |
|
|
2023
Q1 | $348K | Hold |
3,430
| – | – | 0.18% | 117 |
|
|
2022
Q4 | $357K | Hold |
3,430
| – | – | 0.19% | 116 |
|
|
2022
Q3 | $277K | Hold |
3,430
| – | – | 0.16% | 128 |
|
|
2022
Q2 | $289K | Hold |
3,430
| – | – | 0.16% | 134 |
|
|
2022
Q1 | $296K | Sell |
3,430
-500
| -13% | -$43.1K | 0.14% | 137 |
|
|
2021
Q4 | $285K | Sell |
3,930
-2,660
| -40% | -$193K | 0.14% | 139 |
|
|
2021
Q3 | $461K | Hold |
6,590
| – | – | 0.25% | 101 |
|
|
2021
Q2 | $566K | Hold |
6,590
| – | – | 0.3% | 92 |
|
|
2021
Q1 | $537K | Sell |
6,590
-481
| -7% | -$39.2K | 0.3% | 89 |
|
|
2020
Q4 | $495K | Buy |
+7,071
| New | +$495K | 0.31% | 89 |
|