Back to PSX
MONTGOMERY INVESTMENT MANAGEMENT INC → PSX
MONTGOMERY INVESTMENT MANAGEMENT INC PSX Position History
Phillips 66 • Energy
Quarters held
4
Latest value
$9.8M
Q3 2026
Peak value
$9.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5M |
| Q1 2026 | $7.1M |
| Q2 2026 | $6.5M |
| Q3 2026 | $9.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.8M | 38.2K | — | — |
| Q2 2026 | $6.5M | 38.2K | — | — |
| Q1 2026 | $7.1M | 38.7K | — | — |
| Q4 2025 | $5M | 38.9K | — | — |
Other funds holding PSX
$6.5B
$6.2B
$5.3B
$4.7B
$4.7B
$4.6B
$4.4B
$4.4B