MTM 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 | $415K | Buy |
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|
2025
Q1 | $415K | Sell |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $464K | Sell |
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|
2024
Q2 | $501K | Hold |
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|
2024
Q1 | $580K | Buy |
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|
2023
Q4 | $470K | Hold |
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|
2023
Q3 | $424K | Buy |
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $348K | Hold |
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|
2022
Q4 | $357K | Hold |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $289K | Hold |
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|
2022
Q1 | $296K | Sell |
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|
2021
Q4 | $285K | Sell |
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|
2021
Q3 | $461K | Hold |
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|
2021
Q2 | $566K | Hold |
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|
2021
Q1 | $537K | Sell |
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|
2020
Q4 | $495K | Buy |
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