MCM
PSX icon

Monument Capital Management’s Phillips 66 PSX Stock Holding History

Monument Capital Management’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
Q3 		– Sell
-19,549
Closed -$2.76M – 209
2024
Q2 		$2.76M Buy
19,549
+105
+0.5% +$15.5K 0.81% 42
2024
Q1 		$3.18M Sell
19,444
-1,547
-7% -$223K 0.92% 35
2023
Q4 		$2.79M Sell
20,991
-685
-3% -$81.9K 0.9% 30
2023
Q3 		$2.6M Buy
+21,676
New +$2.43M 0.87% 32

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Monument Capital Management's PSX Position: Q3 2024 in Review

Monument Capital Management sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 19,549 shares — an estimated $2.76M sold.

Monument Capital Management first reported a position in PSX in Q3 2023 and held it in 4 quarters. The position peaked at $3.18M in Q1 2024. 1,771 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Monument Capital Management reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
  • Monument Capital Management sold 19,549 Phillips 66 shares in Q3 2024, an estimated $2.76M.
  • Monument Capital Management first reported a position in Phillips 66 in Q3 2023 and held it in 4 quarters.
  • Monument Capital Management's Phillips 66 position peaked at $3.18M in Q1 2024.
  • 1,771 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Monument Capital Management's 13F filing for Q3 2024, filed 15 Oct 2024.