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Montecito Bank & Trust’s Phillips 66 PSX Stock Holding History

Montecito Bank & Trust’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
2026
Q3 		$1.21M Sell
4,749
-335
-7% -$76.5K 0.18% 118
2026
Q2 		$859K Buy
5,084
+87
+2% +$15K 0.13% 145
2026
Q1 		$910K Sell
4,997
-480
-9% -$75.2K 0.15% 138
2025
Q4 		$707K Buy
5,477
+75
+1% +$10.1K 0.11% 166
2025
Q3 		$735K Buy
+5,402
New +$692K 0.11% 170
2025
Q1 		$638K Sell
5,168
-36
-0.7% -$4.44K 0.11% 179
2024
Q4 		$593K Buy
5,204
+765
+17% +$97.3K 0.1% 182
2024
Q3 		$584K Buy
4,439
+18
+0.4% +$2.43K 0.1% 193
2024
Q2 		$624K Sell
4,421
-43
-1% -$6.37K 0.13% 154
2024
Q1 		$729K Sell
4,464
-236
-5% -$34K 0.15% 135
2023
Q4 		$626K Buy
4,700
+1,275
+37% +$152K 0.13% 152
2023
Q3 		$412K Sell
3,425
-345
-9% -$38.7K 0.1% 181
2023
Q2 		$360K Hold
3,770
– – 0.08% 189
2023
Q1 		$382K Hold
3,770
– – 0.09% 183
2022
Q4 		$392K Hold
3,770
– – 0.1% 182
2022
Q3 		$304K Buy
3,770
+215
+6% +$18.3K 0.08% 194
2022
Q2 		$291K Buy
+3,555
New +$329K 0.07% 202
2020
Q1 		– Sell
-2,379
Closed -$265K – 205
2019
Q4 		$265K Hold
2,379
– – 0.07% 192
2019
Q3 		$244K Sell
2,379
-300
-11% -$30.1K 0.07% 196
2019
Q2 		$250K Buy
2,679
+105
+4% +$9.42K 0.08% 192
2019
Q1 		$245K Hold
2,574
– – 0.07% 196
2018
Q4 		$222K Hold
2,574
– – 0.08% 187
2018
Q3 		$290K Buy
2,574
+105
+4% +$12.1K 0.09% 182
2018
Q2 		$278K Buy
2,469
+270
+12% +$30.4K 0.09% 177
2018
Q1 		$211K Hold
2,199
– – 0.07% 180
2017
Q4 		$223K Buy
+2,199
New +$209K 0.07% 169
2017
Q1 		– Sell
-1,865
Closed -$161K – 325
2016
Q4 		$161K Buy
+1,865
New +$155K 0.06% 194

Other funds holding PSX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Montecito Bank & Trust's PSX Position: Q3 2026 in Review

Montecito Bank & Trust reduced its Phillips 66 (PSX) stake by 6.6% in Q3 2026, selling an estimated $76.5K and leaving 4,749 shares worth $1.21M. The position accounts for 0.18% of the portfolio, ranked #118.

Montecito Bank & Trust first reported a position in PSX in Q4 2016 and has held it in 27 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Montecito Bank & Trust held 4,749 shares of Phillips 66 worth $1.21M as of Q3 2026.
  • Montecito Bank & Trust sold 335 Phillips 66 shares in Q3 2026, an estimated $76.5K.
  • Phillips 66 made up 0.18% of Montecito Bank & Trust's portfolio in Q3 2026, its #118 holding.
  • Montecito Bank & Trust first reported a position in Phillips 66 in Q4 2016 and has held it in 27 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.