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Mountain Capital Investment Advisors’s Phillips 66 PSX Stock Holding History

Mountain Capital Investment Advisors’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
-9,173
Closed -$1.23M – 69
2023
Q4 		$1.23M Sell
9,173
-1,359
-13% -$162K 0.41% 11
2023
Q3 		$1.19M Sell
10,532
-9,486
-47% -$1.06M 0.45% 10
2023
Q2 		$2.14M Sell
20,018
-5,607
-22% -$545K 0.81% 11
2023
Q1 		$2.72M Buy
25,625
+1,515
+6% +$154K 1.2% 14
2022
Q4 		$2.45M Buy
24,110
+7,833
+48% +$801K 1.11% 21
2022
Q3 		$1.59M Buy
16,277
+1,390
+9% +$118K 0.84% 38
2022
Q2 		$1.23M Sell
14,887
-541
-4% -$50K 0.61% 48
2022
Q1 		$1.27M Buy
15,428
+1,215
+9% +$102K 0.6% 55
2021
Q4 		$1.22M Buy
14,213
+7,997
+129% +$604K 0.55% 62
2021
Q3 		$511K Buy
6,216
+266
+4% +$19.3K 0.27% 102
2021
Q2 		$481K Buy
+5,950
New +$502K 0.22% 107
2017
Q4 		– Sell
-1,500
Closed -$137K – 333
2017
Q3 		$137K Sell
1,500
-30
-2% -$2.54K 0.12% 46
2017
Q2 		$127K Buy
+1,530
New +$120K 0.12% 55

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
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

Mountain Capital Investment Advisors's PSX Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 9,173 shares — an estimated $1.23M sold.

Mountain Capital Investment Advisors first reported a position in PSX in Q2 2017 and held it in 13 quarters. The position peaked at $2.72M in Q1 2023. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Mountain Capital Investment Advisors reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 9,173 Phillips 66 shares in Q1 2024, an estimated $1.23M.
  • Mountain Capital Investment Advisors first reported a position in Phillips 66 in Q2 2017 and held it in 13 quarters.
  • Mountain Capital Investment Advisors's Phillips 66 position peaked at $2.72M in Q1 2023.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.