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Aquila Investment Management’s Phillips 66 PSX Stock Holding History

Aquila Investment Management’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
Q3 		$1.31M Hold
10,000
– – 1.46% 30
2024
Q2 		$1.41M Hold
10,000
– – 1.32% 35
2024
Q1 		$1.63M Hold
10,000
– – 1.39% 31
2023
Q4 		$1.33M Hold
10,000
– – 1.15% 38
2023
Q3 		$1.2M Hold
10,000
– – 1.11% 41
2023
Q2 		$954K Sell
10,000
-1,000
-9% -$97.2K 0.78% 59
2023
Q1 		$1.12M Buy
+11,000
New +$1.12M 0.92% 55
2022
Q3 		– Sell
-11,000
Closed -$902K – 97
2022
Q2 		$902K Hold
11,000
– – 0.64% 67
2022
Q1 		$950K Buy
+11,000
New +$925K 0.54% 70

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aquila Investment Management's PSX Position: Q3 2024 in Review

Aquila Investment Management held its Phillips 66 (PSX) position steady in Q3 2024 at 10,000 shares worth $1.31M. The position accounts for 1.46% of the portfolio, ranked #30.

Aquila Investment Management first reported a position in PSX in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.63M in Q1 2024. 1,773 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Aquila Investment Management held 10,000 shares of Phillips 66 worth $1.31M as of Q3 2024.
  • Aquila Investment Management left its Phillips 66 share count unchanged in Q3 2024.
  • Phillips 66 made up 1.46% of Aquila Investment Management's portfolio in Q3 2024, its #30 holding.
  • Aquila Investment Management first reported a position in Phillips 66 in Q1 2022 and has held it in 9 quarters since.
  • Aquila Investment Management's Phillips 66 position peaked at $1.63M in Q1 2024.
  • 1,773 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.