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Mountain Pacific Investment Advisers’s Phillips 66 PSX Stock Holding History

Mountain Pacific Investment Advisers’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
Q2 		$238K Hold
1,407
– – 0.04% 142
2026
Q1 		$256K Buy
+1,407
New +$220K 0.04% 131
2018
Q4 		– Sell
-401
Closed -$45K – 205
2018
Q3 		$45K Buy
+401
New +$46.4K ﹤0.01% 185

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mountain Pacific Investment Advisers's PSX Position: Q2 2026 in Review

Mountain Pacific Investment Advisers held its Phillips 66 (PSX) position steady in Q2 2026 at 1,407 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #142.

Mountain Pacific Investment Advisers first reported a position in PSX in Q3 2018 and has held it in 3 quarters since. The position peaked at $256K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Mountain Pacific Investment Advisers held 1,407 shares of Phillips 66 worth $238K as of Q2 2026.
  • Mountain Pacific Investment Advisers left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.04% of Mountain Pacific Investment Advisers's portfolio in Q2 2026, its #142 holding.
  • Mountain Pacific Investment Advisers first reported a position in Phillips 66 in Q3 2018 and has held it in 3 quarters since.
  • Mountain Pacific Investment Advisers's Phillips 66 position peaked at $256K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Mountain Pacific Investment Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.