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AlphaMark Advisors’s Phillips 66 PSX Stock Holding History

AlphaMark 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
-445
Closed -$59K – 789
2023
Q4 		$59K Hold
445
– – 0.02% 322
2023
Q3 		$53K Sell
445
-25
-5% -$2.81K 0.02% 322
2023
Q2 		$45K Hold
470
– – 0.02% 234
2023
Q1 		$48K Sell
470
-100
-18% -$10.2K 0.02% 232
2022
Q4 		$59K Hold
570
– – 0.03% 198
2022
Q3 		$46K Buy
570
+95
+20% +$8.1K 0.02% 215
2022
Q2 		$39K Buy
+475
New +$43.9K 0.02% 238
2021
Q2 		– Sell
-25
Closed -$2K – 582
2021
Q1 		$2K Buy
+25
New +$1.96K ﹤0.01% 511

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

AlphaMark Advisors's PSX Position: Q1 2024 in Review

AlphaMark Advisors sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 445 shares — an estimated $59K sold.

AlphaMark Advisors first reported a position in PSX in Q1 2021 and held it in 8 quarters. The position peaked at $59K in Q4 2023. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • AlphaMark Advisors reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • AlphaMark Advisors sold 445 Phillips 66 shares in Q1 2024, an estimated $59K.
  • AlphaMark Advisors first reported a position in Phillips 66 in Q1 2021 and held it in 8 quarters.
  • AlphaMark Advisors's Phillips 66 position peaked at $59K in Q4 2023.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

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