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Atlas Private Wealth Management’s Phillips 66 PSX Stock Holding History

Atlas Private Wealth 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
Q1 		$2.31M Buy
14,171
+1,725
+14% +$249K 0.97% 34
2023
Q4 		$1.66M Buy
12,446
+373
+3% +$44.6K 0.78% 46
2023
Q3 		$1.45M Buy
12,073
+317
+3% +$35.6K 0.78% 46
2023
Q2 		$1.12M Buy
11,756
+1,853
+19% +$180K 0.59% 62
2023
Q1 		$1M Buy
9,903
+721
+8% +$73.3K 0.6% 57
2022
Q4 		$956K Buy
9,182
+1,105
+14% +$113K 0.44% 52
2022
Q3 		$652K Buy
8,077
+1,436
+22% +$122K 0.47% 66
2022
Q2 		$545K Sell
6,641
-57
-0.9% -$5.27K 0.37% 81
2022
Q1 		$579K Buy
6,698
+767
+13% +$64.5K 0.34% 88
2021
Q4 		$430K Sell
5,931
-217
-4% -$16.4K 0.24% 100
2021
Q3 		$431K Buy
6,148
+1,398
+29% +$101K 0.26% 90
2021
Q2 		$408K Buy
4,750
+837
+21% +$70.7K 0.25% 96
2021
Q1 		$319K Buy
3,913
+403
+11% +$31.6K 0.2% 98
2020
Q4 		$245K Buy
3,510
+211
+6% +$12.4K 0.17% 106
2020
Q3 		$171K Buy
3,299
+810
+33% +$49.4K 0.13% 113
2020
Q2 		$179K Buy
2,489
+1
+0% +$71 0.14% 112
2020
Q1 		$133K Buy
2,488
+147
+6% +$12K 0.12% 129
2019
Q4 		$261K Buy
+2,341
New +$263K 0.2% 107

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

Atlas Private Wealth Management's PSX Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Phillips 66 (PSX) stake by 14% in Q1 2024, buying an estimated $249K and bringing the position to 14,171 shares worth $2.31M. The position accounts for 0.97% of the portfolio, ranked #34.

Atlas Private Wealth Management first reported a position in PSX in Q4 2019 and has held it in 18 quarters since. 1,877 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Atlas Private Wealth Management held 14,171 shares of Phillips 66 worth $2.31M as of Q1 2024.
  • Atlas Private Wealth Management bought 1,725 Phillips 66 shares in Q1 2024, an estimated $249K.
  • Phillips 66 made up 0.97% of Atlas Private Wealth Management's portfolio in Q1 2024, its #34 holding.
  • Atlas Private Wealth Management first reported a position in Phillips 66 in Q4 2019 and has held it in 18 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.