M1FG
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Mach-1 Financial Group’s Phillips 66 PSX Stock Holding History

Mach-1 Financial Group’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,768
Closed -$369K – 183
2023
Q4 		$369K Sell
2,768
-3,508
-56% -$419K 0.14% 169
2023
Q3 		$754K Buy
+6,276
New +$704K 0.31% 72

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mach-1 Financial Group's PSX Position: Q1 2024 in Review

Mach-1 Financial Group sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 2,768 shares — an estimated $369K sold.

Mach-1 Financial Group first reported a position in PSX in Q3 2023 and held it in 2 quarters. The position peaked at $754K in Q3 2023. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Mach-1 Financial Group reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Mach-1 Financial Group sold 2,768 Phillips 66 shares in Q1 2024, an estimated $369K.
  • Mach-1 Financial Group first reported a position in Phillips 66 in Q3 2023 and held it in 2 quarters.
  • Mach-1 Financial Group's Phillips 66 position peaked at $754K in Q3 2023.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Mach-1 Financial Group's 13F filing for Q1 2024, filed 10 May 2024.