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Mitchell Sinkler & Starr’s Phillips 66 PSX Stock Holding History

Mitchell Sinkler & Starr’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
Q2 		– Sell
-1,974
Closed -$322K – 201
2024
Q1 		$322K Sell
1,974
-274
-12% -$39.5K 0.08% 131
2023
Q4 		$299K Buy
+2,248
New +$269K 0.05% 157
2020
Q1 		– Sell
-1,833
Closed -$204K – 101
2019
Q4 		$204K Buy
+1,833
New +$206K 0.22% 100
2019
Q3 		– Sell
-4,068
Closed -$381K – 93
2019
Q2 		$381K Sell
4,068
-400
-9% -$35.9K 0.44% 72
2019
Q1 		$425K Hold
4,468
– – 0.49% 67
2018
Q4 		$385K Sell
4,468
-15
-0.3% -$1.47K 0.48% 67
2018
Q3 		$505K Hold
4,483
– – 0.53% 66
2018
Q2 		$503K Hold
4,483
– – 0.55% 64
2018
Q1 		$430K Buy
+4,483
New +$436K 0.49% 66
2015
Q2 		– Sell
-3,400
Closed -$267K – 97
2015
Q1 		$267K Sell
3,400
-1,107
-25% -$81.3K 0.3% 80
2014
Q4 		$323K Hold
4,507
– – 0.36% 68
2014
Q3 		$366K Hold
4,507
– – 0.41% 66
2014
Q2 		$362K Sell
4,507
-570
-11% -$47K 0.39% 65
2014
Q1 		$391K Sell
5,077
-6,913
-58% -$526K 0.44% 61
2013
Q4 		$925K Sell
11,990
-3,441
-22% -$230K 1.04% 36
2013
Q3 		$892K Sell
15,431
-199
-1% -$11.5K 1.02% 38
2013
Q2 		$920K Buy
+15,630
New +$982K 0.2% 87

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Mitchell Sinkler & Starr's PSX Position: Q2 2024 in Review

Mitchell Sinkler & Starr sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 1,974 shares — an estimated $322K sold.

Mitchell Sinkler & Starr first reported a position in PSX in Q2 2013 and held it in 17 quarters. The position peaked at $925K in Q4 2013. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Mitchell Sinkler & Starr reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 1,974 Phillips 66 shares in Q2 2024, an estimated $322K.
  • Mitchell Sinkler & Starr first reported a position in Phillips 66 in Q2 2013 and held it in 17 quarters.
  • Mitchell Sinkler & Starr's Phillips 66 position peaked at $925K in Q4 2013.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2024, filed 7 Aug 2024.