Mount Lucas Management LP / PSX
Mount Lucas Management LP’s Phillips 66 Position
Does Mount Lucas Management LP own Phillips 66 (PSX)? Not currently — the last reported position was 27.6K shares worth $3M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$3M
Q3 2023
Shares
27.6K
% of Portfolio
+1.17%
Quarters Held
14
position exited
Position History PSX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2023 | 27.6K | $3M | +1.17% |
| Q2 2023 | 29.0K | $3M | +0.92% |
| Q1 2023 | 60.6K | $6M | +1.62% |
| Q4 2022 | 57.5K | $6M | +1.96% |
| Q3 2022 | 28.0K | $2M | +0.78% |
| Q2 2022 | 28.3K | $2M | +0.78% |
| Q3 2020 | 72.2K | $4M | +0.78% |
| Q2 2020 | 76.5K | $6M | +1.09% |
| Q1 2020 | 78.9K | $4M | +0.87% |
| Q4 2019 | 58.1K | $6M | +1.29% |
| Q3 2019 | 79.8K | $8M | +1.46% |
| Q2 2019 | 94.2K | $9M | +1.49% |
| Q1 2019 | 96.2K | $9M | +1.52% |
| Q4 2018 | 80.9K | $7M | +0.88% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mount Lucas Management LP’s full portfolio or all institutional holders of PSX.