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Arlington Partners’s Phillips 66 PSX Stock Holding History

Arlington Partners’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
-316
Closed -$42.1K – 196
2023
Q4 		$42.1K Sell
316
-1,260
-80% -$151K 0.01% 148
2023
Q3 		$189K Buy
1,576
+328
+26% +$36.8K 0.08% 86
2023
Q2 		$119K Buy
1,248
+877
+236% +$85.3K 0.02% 220
2023
Q1 		$37.6K Buy
371
+55
+17% +$5.59K 0.01% 283
2022
Q4 		$32.9K Hold
316
– – 0.01% 251
2022
Q3 		$26K Sell
316
-370
-54% -$31.5K 0.01% 246
2022
Q2 		$56K Buy
686
+370
+117% +$34.2K 0.02% 233
2022
Q1 		$27K Hold
316
– – 0.01% 302
2021
Q4 		$23K Buy
+316
New +$23.9K 0.01% 359
2021
Q3 		– Sell
-20
Closed -$2K – 403
2021
Q2 		$2K Hold
20
– – ﹤0.01% 310
2021
Q1 		$2K Buy
+20
New +$1.57K ﹤0.01% 376
2020
Q3 		– Sell
-39
Closed -$3K – 159
2020
Q2 		$3K Hold
39
– – ﹤0.01% 153
2020
Q1 		$2K Sell
39
-61
-61% -$4.96K ﹤0.01% 262
2019
Q4 		$11K Hold
100
– – 0.01% 192
2019
Q3 		$10K Hold
100
– – 0.01% 156
2019
Q2 		$9K Hold
100
– – ﹤0.01% 198
2019
Q1 		$10K Hold
100
– – 0.01% 173
2018
Q4 		$9K Buy
+100
New +$9.77K 0.01% 171

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

Arlington Partners's PSX Position: Q1 2024 in Review

Arlington Partners sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 316 shares — an estimated $42.1K sold.

Arlington Partners first reported a position in PSX in Q4 2018 and held it in 18 quarters. The position peaked at $189K in Q3 2023. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Arlington Partners reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Arlington Partners sold 316 Phillips 66 shares in Q1 2024, an estimated $42.1K.
  • Arlington Partners first reported a position in Phillips 66 in Q4 2018 and held it in 18 quarters.
  • Arlington Partners's Phillips 66 position peaked at $189K in Q3 2023.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.