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Aurora Investment Counsel’s Phillips 66 PSX Stock Holding History

Aurora Investment Counsel’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
-8,144
Closed -$706K – 119
2023
Q4 		$706K Sell
8,144
-3,777
-32% -$451K 0.46% 99
2023
Q3 		$1.43M Sell
11,921
-1,017
-8% -$114K 0.95% 47
2023
Q2 		$1.23M Sell
12,938
-133
-1% -$12.9K 0.79% 66
2023
Q1 		$1.33M Buy
13,071
+320
+3% +$32.5K 0.87% 64
2022
Q4 		$1.33M Sell
12,751
-1,020
-7% -$104K 0.92% 55
2022
Q3 		$1.11M Buy
+13,771
New +$1.17M 0.84% 58
2020
Q3 		– Sell
-17,032
Closed -$1.23M – 141
2020
Q2 		$1.23M Sell
17,032
-2,881
-14% -$204K 1.16% 23
2020
Q1 		$1.07M Buy
+19,913
New +$1.62M 1.18% 20

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

Aurora Investment Counsel's PSX Position: Q1 2024 in Review

Aurora Investment Counsel sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 8,144 shares — an estimated $706K sold.

Aurora Investment Counsel first reported a position in PSX in Q1 2020 and held it in 8 quarters. The position peaked at $1.43M in Q3 2023. 1,877 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Aurora Investment Counsel reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Aurora Investment Counsel sold 8,144 Phillips 66 shares in Q1 2024, an estimated $706K.
  • Aurora Investment Counsel first reported a position in Phillips 66 in Q1 2020 and held it in 8 quarters.
  • Aurora Investment Counsel's Phillips 66 position peaked at $1.43M in Q3 2023.
  • 1,877 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Aurora Investment Counsel's 13F filing for Q1 2024, filed 4 Jun 2024.