A detailed history of Montgomery Investment Management Inc transactions in Phillips 66 stock. As of the latest transaction made, Montgomery Investment Management Inc holds 40,535 shares of PSX stock, worth $4.52 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
40,535
Previous 40,535 -0.0%
Holding current value
$4.52 Million
Previous $5.72 Million 6.9%
% of portfolio
2.03%
Previous 2.37%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

SELL
$127.67 - $163.34 $2.57 Million - $3.29 Million
-20,157 Reduced 33.21%
40,535 $6.62 Million
Q3 2023

Oct 27, 2023

SELL
$95.4 - $124.28 $33,390 - $43,498
-350 Reduced 0.57%
60,692 $7.29 Million
Q2 2023

Aug 02, 2023

SELL
$90.81 - $106.46 $18,162 - $21,292
-200 Reduced 0.33%
61,042 $5.82 Million
Q1 2023

May 08, 2023

SELL
$93.54 - $111.49 $935 - $1,114
-10 Reduced 0.02%
61,242 $6.21 Million
Q3 2022

Oct 27, 2022

BUY
$74.16 - $93.57 $7,416 - $9,357
100 Added 0.16%
61,252 $4.94 Million
Q2 2022

Aug 04, 2022

SELL
$81.02 - $110.25 $56,714 - $77,175
-700 Reduced 1.13%
61,152 $5.01 Million
Q1 2022

May 02, 2022

SELL
$75.34 - $93.2 $37,670 - $46,600
-500 Reduced 0.8%
61,852 $5.34 Million
Q4 2021

Jan 25, 2022

SELL
$68.67 - $83.73 $10,300 - $12,559
-150 Reduced 0.24%
62,352 $4.52 Million
Q3 2021

Nov 03, 2021

BUY
$64.27 - $87.9 $38,562 - $52,740
600 Added 0.97%
62,502 $4.38 Million
Q2 2021

Aug 13, 2021

SELL
$74.95 - $92.56 $93,687 - $115,700
-1,250 Reduced 1.98%
61,902 $5.31 Million
Q1 2021

Apr 28, 2021

SELL
$67.38 - $88.66 $20,214 - $26,598
-300 Reduced 0.47%
63,152 $5.15 Million
Q4 2020

Feb 09, 2021

SELL
$44.22 - $70.86 $176 - $283
-4 Reduced 0.01%
63,452 $4.44 Million
Q3 2020

Nov 06, 2020

SELL
$51.84 - $69.11 $106,634 - $142,159
-2,057 Reduced 3.14%
63,456 $3.29 Million
Q2 2020

Aug 12, 2020

SELL
$49.51 - $89.73 $108,922 - $197,406
-2,200 Reduced 3.25%
65,513 $4.71 Million
Q1 2020

Apr 28, 2020

SELL
$42.09 - $112.2 $42 - $112
-1 Reduced -0.0%
67,713 $3.63 Million
Q4 2019

Feb 05, 2020

SELL
$98.24 - $119.7 $24,560 - $29,925
-250 Reduced 0.37%
67,714 $7.54 Million
Q4 2018

Jan 25, 2019

SELL
$78.5 - $118.47 $82,425 - $124,393
-1,050 Reduced 1.52%
67,964 $5.86 Million
Q3 2018

Nov 07, 2018

SELL
$109.36 - $123.34 $16,404 - $18,501
-150 Reduced 0.22%
69,014 $7.78 Million
Q1 2018

May 01, 2018

SELL
$89.58 - $106.9 $1,343 - $1,603
-15 Reduced 0.02%
69,164 $6.63 Million
Q4 2017

Feb 14, 2018

SELL
$90.24 - $102.06 $13,536 - $15,309
-150 Reduced 0.22%
69,179 $7 Million
Q3 2017

Oct 26, 2017

BUY
$80.89 - $91.8 $5.61 Million - $6.36 Million
69,329
69,329 $6.35 Million

Others Institutions Holding PSX

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $53.7B
  • Description
  • Phillips 66 operates as an energy manufacturing and logistics company. It operates through four segments: Midstream, Chemicals, Refining, and Marketing and Specialties (M&S). The Midstream segment transports crude oil and other feedstocks; delivers refined petroleum products to market; provides terminaling and storage services for crude oil ...
More about PSX
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