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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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All positions including Phillips 66 held by Montgomery Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Montgomery Investment Management

Quarter filed Position value Share count Share price at filing
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