Bray Capital Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $290K | Buy |
2,543
+17
| +0.7% | +$2.16K | 0.08% | 116 |
|
|
2024
Q3 | $332K | Buy |
2,526
+16
| +0.6% | +$2.16K | 0.08% | 112 |
|
|
2024
Q2 | $354K | Buy |
2,510
+15
| +0.6% | +$2.22K | 0.09% | 109 |
|
|
2024
Q1 | $407K | Buy |
2,495
+14
| +0.6% | +$2.02K | 0.1% | 111 |
|
|
2023
Q4 | $330K | Buy |
2,481
+15
| +0.6% | +$1.79K | 0.09% | 116 |
|
|
2023
Q3 | $296K | Buy |
2,466
+246
| +11% | +$27.6K | 0.09% | 117 |
|
|
2023
Q2 | $212K | Sell |
2,220
-280
| -11% | -$27.2K | 0.06% | 130 |
|
|
2023
Q1 | $253K | Buy |
2,500
+18
| +0.7% | +$1.83K | 0.07% | 128 |
|
|
2022
Q4 | $258K | Buy |
2,482
+16
| +0.6% | +$1.64K | 0.08% | 124 |
|
|
2022
Q3 | $199K | Buy |
2,466
+19
| +0.8% | +$1.62K | 0.06% | 131 |
|
|
2022
Q2 | $201K | Buy |
2,447
+16
| +0.7% | +$1.48K | 0.06% | 135 |
|
|
2022
Q1 | $210K | Buy |
2,431
+19
| +0.8% | +$1.6K | 0.05% | 133 |
|
|
2021
Q4 | $175K | Buy |
2,412
+22
| +0.9% | +$1.66K | 0.04% | 144 |
|
|
2021
Q3 | $167K | Buy |
2,390
+22
| +0.9% | +$1.59K | 0.04% | 139 |
|
|
2021
Q2 | $203K | Buy |
2,368
+17
| +0.7% | +$1.44K | 0.05% | 132 |
|
|
2021
Q1 | $192K | Buy |
2,351
+17
| +0.7% | +$1.33K | 0.05% | 137 |
|
|
2020
Q4 | $163K | Buy |
2,334
+24
| +1% | +$1.41K | 0.05% | 138 |
|
|
2020
Q3 | $120K | Buy |
2,310
+24
| +1% | +$1.47K | 0.04% | 149 |
|
|
2020
Q2 | $164K | Buy |
2,286
+17
| +0.7% | +$1.2K | 0.06% | 130 |
|
|
2020
Q1 | $122K | Buy |
2,269
+19
| +0.8% | +$1.55K | 0.06% | 138 |
|
|
2019
Q4 | $251K | Buy |
2,250
+12
| +0.5% | +$1.35K | 0.09% | 127 |
|
|
2019
Q3 | $229K | Buy |
2,238
+14
| +0.6% | +$1.4K | 0.09% | 132 |
|
|
2019
Q2 | $208K | Buy |
2,224
+16
| +0.7% | +$1.44K | 0.08% | 148 |
|
|
2019
Q1 | $210K | Buy |
2,208
+13
| +0.6% | +$1.24K | 0.09% | 143 |
|
|
2018
Q4 | $189K | Buy |
2,195
+13
| +0.6% | +$1.27K | 0.09% | 144 |
|
|
2018
Q3 | $246K | Buy |
2,182
+10
| +0.5% | +$1.16K | 0.11% | 124 |
|
|
2018
Q2 | $244K | Buy |
2,172
+9
| +0.4% | +$1.01K | 0.11% | 119 |
|
|
2018
Q1 | $207K | Buy |
2,163
+12
| +0.6% | +$1.17K | 0.1% | 134 |
|
|
2017
Q4 | $218K | Buy |
+2,151
| New | +$204K | 0.1% | 126 |
|
|
2015
Q4 | – | Sell |
-1,455
| Closed | -$112K | – | 259 |
|
|
2015
Q3 | $112K | Buy |
1,455
+10
| +0.7% | +$795 | 0.07% | 160 |
|
|
2015
Q2 | $116K | Buy |
+1,445
| New | +$115K | 0.07% | 158 |
|
Other funds holding PSX
Bray Capital Advisors's PSX Position: Q4 2024 in Review
Bray Capital Advisors increased its Phillips 66 (PSX) stake by 0.67% in Q4 2024, buying an estimated $2.16K and bringing the position to 2,543 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #116.
Bray Capital Advisors first reported a position in PSX in Q2 2015 and has held it in 31 quarters since. The position peaked at $407K in Q1 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.
- Bray Capital Advisors held 2,543 shares of Phillips 66 worth $290K as of Q4 2024.
- Bray Capital Advisors bought 17 Phillips 66 shares in Q4 2024, an estimated $2.16K.
- Phillips 66 made up 0.08% of Bray Capital Advisors's portfolio in Q4 2024, its #116 holding.
- Bray Capital Advisors first reported a position in Phillips 66 in Q2 2015 and has held it in 31 quarters since.
- Bray Capital Advisors's Phillips 66 position peaked at $407K in Q1 2024.
- 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.
Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.