Atria Wealth Solutions’s Phillips 66 PSX Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.91M	Sell	15,868 -11,966	-43%	-$1.34M	0.04%	431
2025 Q1	$3.44M	Buy	27,834 +1,985	+8%	+$245K	0.04%	448
2024 Q4	$2.95M	Sell	25,849 -950	-4%	-$121K	0.03%	509
2024 Q3	$3.52M	Sell	26,799 -1,676	-6%	-$226K	0.04%	437
2024 Q2	$4.02M	Sell	28,475 -5,901	-17%	-$873K	0.04%	392
2024 Q1	$5.61M	Sell	34,376 -4,073	-11%	-$587K	0.06%	307
2023 Q4	$5.12M	Buy	38,449 +2,519	+7%	+$301K	0.06%	302
2023 Q3	$4.32M	Buy	35,930 +941	+3%	+$106K	0.06%	325
2023 Q2	$3.34M	Sell	34,989 -962	-3%	-$93.5K	0.05%	399
2023 Q1	$3.64M	Sell	35,951 -14,445	-29%	-$1.47M	0.05%	350
2022 Q4	$5.25M	Buy	50,396 +15,300	+44%	+$1.56M	0.08%	247
2022 Q3	$2.83M	Buy	35,096 +10,213	+41%	+$870K	0.05%	365
2022 Q2	$2.04M	Sell	24,883 -5,242	-17%	-$485K	0.04%	443
2022 Q1	$2.6M	Buy	+30,125	New	+$2.53M	0.04%	405

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return