Stillwater Investment Management (Minnesota)’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
Q1 | $1M | Sell |
9,903
-69
| -0.7% | -$7.02K | 0.27% | 52 |
|
|
2022
Q4 | $1.04M | Buy |
9,972
+85
| +0.9% | +$8.69K | 0.29% | 53 |
|
|
2022
Q3 | $798K | Buy |
9,887
+108
| +1% | +$9.21K | 0.25% | 55 |
|
|
2022
Q2 | $802K | Sell |
9,779
-281
| -3% | -$26K | 0.24% | 55 |
|
|
2022
Q1 | $869K | Buy |
10,060
+97
| +1% | +$8.16K | 0.22% | 54 |
|
|
2021
Q4 | $722K | Buy |
9,963
+127
| +1% | +$9.6K | 0.18% | 56 |
|
|
2021
Q3 | $689K | Sell |
9,836
-141
| -1% | -$10.2K | 0.18% | 54 |
|
|
2021
Q2 | $856K | Buy |
9,977
+102
| +1% | +$8.61K | 0.23% | 53 |
|
|
2021
Q1 | $805K | Buy |
9,875
+103
| +1% | +$8.08K | 0.23% | 52 |
|
|
2020
Q4 | $683K | Sell |
9,772
-2,444
| -20% | -$143K | 0.21% | 52 |
|
|
2020
Q3 | $633K | Sell |
12,216
-227
| -2% | -$13.9K | 0.23% | 51 |
|
|
2020
Q2 | $895K | Buy |
12,443
+101
| +0.8% | +$7.15K | 0.35% | 49 |
|
|
2020
Q1 | $662K | Sell |
12,342
-546
| -4% | -$44.4K | 0.32% | 49 |
|
|
2019
Q4 | $1.44M | Buy |
12,888
+102
| +0.8% | +$11.5K | 0.54% | 45 |
|
|
2019
Q3 | $1.31M | Sell |
12,786
-89
| -0.7% | -$8.92K | 0.54% | 45 |
|
|
2019
Q2 | $1.2M | Sell |
12,875
-729
| -5% | -$65.4K | 0.51% | 47 |
|
|
2019
Q1 | $1.29M | Sell |
13,604
-396
| -3% | -$37.6K | 0.53% | 47 |
|
|
2018
Q4 | $1.21M | Sell |
14,000
-1
| -0% | -$98 | 0.56% | 47 |
|
|
2018
Q3 | $1.58M | Sell |
14,001
-182
| -1% | -$21K | 0.64% | 46 |
|
|
2018
Q2 | $1.59M | Sell |
14,183
-487
| -3% | -$54.7K | 0.69% | 44 |
|
|
2018
Q1 | $1.41M | Sell |
14,670
-78
| -0.5% | -$7.59K | 0.61% | 45 |
|
|
2017
Q4 | $1.49M | Buy |
14,748
+56
| +0.4% | +$5.32K | 0.91% | 46 |
|
|
2017
Q3 | $1.35M | Buy |
14,692
+52
| +0.4% | +$4.41K | 0.61% | 47 |
|
|
2017
Q2 | $1.21M | Sell |
14,640
-812
| -5% | -$63.7K | 0.57% | 48 |
|
|
2017
Q1 | $1.22M | Buy |
15,452
+571
| +4% | +$46K | 0.59% | 48 |
|
|
2016
Q4 | $1.29M | Sell |
14,881
-336
| -2% | -$27.9K | 0.66% | 48 |
|
|
2016
Q3 | $1.23M | Buy |
15,217
+438
| +3% | +$34K | 0.66% | 47 |
|
|
2016
Q2 | $1.17M | Buy |
14,779
+388
| +3% | +$31.7K | 0.67% | 46 |
|
|
2016
Q1 | $1.25M | Buy |
14,391
+230
| +2% | +$18.7K | 0.74% | 41 |
|
|
2015
Q4 | $1.16M | Buy |
14,161
+42
| +0.3% | +$3.62K | 0.72% | 44 |
|
|
2015
Q3 | $1.08M | Buy |
14,119
+70
| +0.5% | +$5.56K | 0.73% | 47 |
|
|
2015
Q2 | $1.13M | Buy |
14,049
+99
| +0.7% | +$7.87K | 0.72% | 51 |
|
|
2015
Q1 | $1.1M | Buy |
13,950
+82
| +0.6% | +$6.02K | 0.7% | 51 |
|
|
2014
Q4 | $994K | Buy |
13,868
+58
| +0.4% | +$4.28K | 0.67% | 52 |
|
|
2014
Q3 | $1.12M | Buy |
13,810
+22
| +0.2% | +$1.83K | 0.79% | 50 |
|
|
2014
Q2 | $1.11M | Buy |
13,788
+33
| +0.2% | +$2.72K | 0.8% | 53 |
|
|
2014
Q1 | $1.06M | Sell |
13,755
-120
| -0.9% | -$9.14K | 0.81% | 52 |
|
|
2013
Q4 | $1.07M | Buy |
+13,875
| New | +$926K | 0.82% | 54 |
|
Other funds holding PSX
Stillwater Investment Management (Minnesota)'s PSX Position: Q1 2023 in Review
Stillwater Investment Management (Minnesota) reduced its Phillips 66 (PSX) stake by 0.69% in Q1 2023, selling an estimated $7.02K and leaving 9,903 shares worth $1M. The position accounts for 0.27% of the portfolio, ranked #52.
Stillwater Investment Management (Minnesota) first reported a position in PSX in Q4 2013 and has held it in 38 quarters since. The position peaked at $1.59M in Q2 2018. 1,570 funds tracked by Wall St. Rank hold PSX as of Q1 2023.
- Stillwater Investment Management (Minnesota) held 9,903 shares of Phillips 66 worth $1M as of Q1 2023.
- Stillwater Investment Management (Minnesota) sold 69 Phillips 66 shares in Q1 2023, an estimated $7.02K.
- Phillips 66 made up 0.27% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #52 holding.
- Stillwater Investment Management (Minnesota) first reported a position in Phillips 66 in Q4 2013 and has held it in 38 quarters since.
- Stillwater Investment Management (Minnesota)'s Phillips 66 position peaked at $1.59M in Q2 2018.
- 1,570 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.
Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.