Mount Yale Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.7M | Buy |
14,846
+4,248
| +40% | +$666K | 0.06% | 312 |
|
|
2025
Q4 | $1.37M | Sell |
10,598
-633
| -6% | -$85.2K | 0.07% | 254 |
|
|
2025
Q3 | $1.53M | Buy |
11,231
+8,976
| +398% | +$1.15M | 0.11% | 207 |
|
|
2025
Q2 | $269K | Sell |
2,255
-59
| -3% | -$6.61K | 0.02% | 489 |
|
|
2025
Q1 | $286K | Sell |
2,314
-1,738
| -43% | -$214K | 0.02% | 447 |
|
|
2024
Q4 | $462K | Sell |
4,052
-699
| -15% | -$88.9K | 0.04% | 355 |
|
|
2024
Q3 | $625K | Sell |
4,751
-1,833
| -28% | -$247K | 0.06% | 294 |
|
|
2024
Q2 | $929K | Sell |
6,584
-13
| -0.2% | -$1.92K | 0.07% | 221 |
|
|
2024
Q1 | $1.08M | Buy |
6,597
+866
| +15% | +$125K | 0.08% | 207 |
|
|
2023
Q4 | $763K | Buy |
5,731
+3,145
| +122% | +$376K | 0.07% | 244 |
|
|
2023
Q3 | $311K | Sell |
2,586
-66,223
| -96% | -$7.43M | 0.03% | 387 |
|
|
2023
Q2 | $6.56M | Sell |
68,809
-2,054
| -3% | -$200K | 0.7% | 25 |
|
|
2023
Q1 | $7.18M | Buy |
70,863
+1,033
| +1% | +$105K | 0.81% | 13 |
|
|
2022
Q4 | $7.27M | Sell |
69,830
-8,500
| -11% | -$869K | 0.82% | 16 |
|
|
2022
Q3 | $6.32M | Buy |
78,330
+2,554
| +3% | +$218K | 0.84% | 14 |
|
|
2022
Q2 | $6.21M | Sell |
75,776
-8,636
| -10% | -$799K | 0.78% | 20 |
|
|
2022
Q1 | $7.29M | Buy |
84,412
+11,428
| +16% | +$962K | 0.79% | 19 |
|
|
2021
Q4 | $5.29M | Buy |
+72,984
| New | +$5.52M | 0.55% | 42 |
|
|
2021
Q2 | – | Sell |
-3,648
| Closed | -$297K | – | 448 |
|
|
2021
Q1 | $297K | Sell |
3,648
-1,330
| -27% | -$104K | 0.04% | 314 |
|
|
2020
Q4 | $348K | Sell |
4,978
-3,224
| -39% | -$189K | 0.05% | 285 |
|
|
2020
Q3 | $425K | Sell |
8,202
-13,956
| -63% | -$852K | 0.06% | 254 |
|
|
2020
Q2 | $1.59M | Sell |
22,158
-2,233
| -9% | -$158K | 0.29% | 85 |
|
|
2020
Q1 | $1.31M | Buy |
24,391
+3,501
| +17% | +$285K | 0.3% | 90 |
|
|
2019
Q4 | $1.91M | Sell |
20,890
-1,047
| -5% | -$118K | 0.33% | 77 |
|
|
2019
Q3 | $2.59M | Sell |
21,937
-967
| -4% | -$96.9K | 0.46% | 52 |
|
|
2019
Q2 | $2.23M | Buy |
22,904
+670
| +3% | +$60.1K | 0.41% | 59 |
|
|
2019
Q1 | $2.12M | Sell |
22,234
-1
| -0% | -$95 | 0.4% | 62 |
|
|
2018
Q4 | $2.1M | Buy |
22,235
+5,935
| +36% | +$580K | 0.43% | 58 |
|
|
2018
Q3 | $1.68M | Sell |
16,300
-545
| -3% | -$63K | 0.29% | 78 |
|
|
2018
Q2 | $1.89M | Sell |
16,845
-68
| -0.4% | -$7.64K | 0.36% | 68 |
|
|
2018
Q1 | $1.62M | Buy |
+16,913
| New | +$1.65M | 0.35% | 75 |
|
Other funds holding PSX
VCM
VPM
EIM
Mount Yale Investment Advisors's PSX Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Phillips 66 (PSX) stake by 40% in Q1 2026, buying an estimated $666K and bringing the position to 14,846 shares worth $2.7M. The position accounts for 0.06% of the portfolio, ranked #312.
Mount Yale Investment Advisors first reported a position in PSX in Q1 2018 and has held it in 31 quarters since. The position peaked at $7.29M in Q1 2022. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Mount Yale Investment Advisors held 14,846 shares of Phillips 66 worth $2.7M as of Q1 2026.
- Mount Yale Investment Advisors bought 4,248 Phillips 66 shares in Q1 2026, an estimated $666K.
- Phillips 66 made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #312 holding.
- Mount Yale Investment Advisors first reported a position in Phillips 66 in Q1 2018 and has held it in 31 quarters since.
- Mount Yale Investment Advisors's Phillips 66 position peaked at $7.29M in Q1 2022.
- 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.