Phillips 66 shares owned by Montgomery Investment Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Montgomery Investment Management
from 13F filings
Historical chart of Montgomery Investment Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Montgomery Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.0M | 39k | 129.04 |
| 2025-09-30 | $5.3M | 39k | 136.02 |
| 2025-06-30 | $4.7M | 39k | 119.30 |
| 2025-03-31 | $5.0M | 41k | 123.48 |
| 2024-12-31 | $4.6M | 41k | 113.93 |
| 2024-09-30 | $5.3M | 41k | 131.45 |
| 2024-06-30 | $5.7M | 41k | 141.17 |
| 2024-03-31 | $6.6M | 41k | 163.34 |
| 2023-12-31 | $8.1M | 61k | 133.14 |
| 2023-09-30 | $7.3M | 61k | 120.15 |
| 2023-06-30 | $5.8M | 61k | 95.38 |
| 2023-03-31 | $6.2M | 61k | 101.38 |
| 2022-12-31 | $6.4M | 61k | 104.08 |
| 2022-09-30 | $4.9M | 61k | 80.72 |
| 2022-06-30 | $5.0M | 61k | 81.98 |
| 2022-03-31 | $5.3M | 62k | 86.38 |
| 2021-12-31 | $4.5M | 62k | 72.46 |
| 2021-09-30 | $4.4M | 63k | 70.02 |
| 2021-06-30 | $5.3M | 62k | 85.82 |
| 2021-03-31 | $5.1M | 63k | 81.53 |
| 2020-12-31 | $4.4M | 64k | 69.94 |
| 2020-09-30 | $3.3M | 64k | 51.84 |
| 2020-06-30 | $4.7M | 66k | 71.90 |
| 2020-03-31 | $3.6M | 68k | 53.64 |
| 2019-12-31 | $7.5M | 68k | 111.40 |
| 2019-09-30 | $7.0M | 68k | 102.41 |
| 2019-06-30 | $6.4M | 68k | 93.55 |
| 2019-03-31 | $6.5M | 68k | 95.17 |
| 2018-12-31 | $5.9M | 68k | 86.16 |
| 2018-09-30 | $7.8M | 69k | 112.72 |
| 2018-06-30 | $7.8M | 69k | 112.31 |
| 2018-03-31 | $6.6M | 69k | 95.92 |
| 2017-12-31 | $7.0M | 69k | 101.16 |
| 2017-09-30 | $6.4M | 69k | 91.61 |
| 2017-06-30 | $5.7M | 69k | 82.68 |
| 2017-03-31 | $5.5M | 69k | 79.22 |
| 2016-12-31 | $6.0M | 69k | 86.40 |
| 2016-09-30 | $5.6M | 69k | 80.55 |
| 2016-06-30 | $5.5M | 70k | 79.35 |
| 2016-03-31 | $6.1M | 70k | 86.58 |
| 2015-12-31 | $5.8M | 71k | 81.80 |
| 2015-09-30 | $5.4M | 71k | 76.84 |
| 2015-06-30 | $5.7M | 71k | 80.56 |
| 2015-03-31 | $5.5M | 70k | 78.60 |
| 2014-12-31 | $3.4M | 47k | 71.70 |
| 2014-09-30 | $3.5M | 44k | 81.30 |
| 2014-06-30 | $2.9M | 37k | 80.42 |
| 2014-03-31 | $2.9M | 38k | 77.06 |
| 2013-12-31 | $3.0M | 39k | 77.13 |
| 2013-09-30 | $3.8M | 66k | 57.82 |
| 2013-06-30 | $3.9M | 67k | 58.91 |
| 2013-03-31 | $4.7M | 68k | 69.97 |
| 2012-12-31 | $3.7M | 69k | 53.10 |
| 2012-09-30 | $3.5M | 75k | 46.37 |
| 2012-06-30 | $2.4M | 72k | 33.24 |
More positions owned by Montgomery Investment Management
View all positions for Montgomery Investment Management