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Alaska Wealth Advisors’s Phillips 66 PSX Stock Holding History

Alaska Wealth 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
-1,622
Closed -$216K – 137
2023
Q4 		$216K Buy
+1,622
New +$194K 0.04% 61
2023
Q3 		– Sell
-2,212
Closed -$211K – 123
2023
Q2 		$211K Buy
2,212
+37
+2% +$3.6K 0.03% 59
2023
Q1 		$221K Hold
2,175
– – 0.04% 56
2022
Q4 		$226K Buy
+2,175
New +$222K 0.04% 57
2022
Q2 		– Sell
-3,167
Closed -$274K – 57
2022
Q1 		$274K Sell
3,167
-1,182
-27% -$99.4K 0.05% 44
2021
Q4 		$315K Buy
4,349
+396
+10% +$29.9K 0.06% 42
2021
Q3 		$277K Buy
3,953
+912
+30% +$66K 0.05% 42
2021
Q2 		$261K Sell
3,041
-4,588
-60% -$387K 0.05% 43
2021
Q1 		$622K Sell
7,629
-1,507
-16% -$118K 0.12% 30
2020
Q4 		$639K Sell
9,136
-25
-0.3% -$1.47K 0.13% 32
2020
Q3 		$475K Buy
9,161
+2,141
+30% +$131K 0.1% 34
2020
Q2 		$505K Sell
7,020
-211
-3% -$14.9K 0.12% 35
2020
Q1 		$388K Buy
7,231
+4,334
+150% +$353K 0.11% 37
2019
Q4 		$323K Buy
+2,897
New +$325K 0.05% 51

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

Alaska Wealth Advisors's PSX Position: Q1 2024 in Review

Alaska Wealth Advisors sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 1,622 shares — an estimated $216K sold.

Alaska Wealth Advisors first reported a position in PSX in Q4 2019 and held it in 14 quarters. The position peaked at $639K in Q4 2020. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Alaska Wealth Advisors reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Alaska Wealth Advisors sold 1,622 Phillips 66 shares in Q1 2024, an estimated $216K.
  • Alaska Wealth Advisors first reported a position in Phillips 66 in Q4 2019 and held it in 14 quarters.
  • Alaska Wealth Advisors's Phillips 66 position peaked at $639K in Q4 2020.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Alaska Wealth Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.