CastleKeep Investment Advisors
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CastleKeep Investment Advisors’s Phillips 66 PSX Stock Holding History

CastleKeep Investment Advisors’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
Q2 		– Sell
-5,464
Closed -$892K – 111
2024
Q1 		$892K Sell
5,464
-2,092
-28% -$301K 0.64% 60
2023
Q4 		$1.01M Buy
+7,556
New +$903K 0.71% 63

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Geode Capital Management
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Bank of New York Mellon
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CastleKeep Investment Advisors's PSX Position: Q2 2024 in Review

CastleKeep Investment Advisors sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 5,464 shares — an estimated $892K sold.

CastleKeep Investment Advisors first reported a position in PSX in Q4 2023 and held it in 2 quarters. The position peaked at $1.01M in Q4 2023. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • CastleKeep Investment Advisors reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 5,464 Phillips 66 shares in Q2 2024, an estimated $892K.
  • CastleKeep Investment Advisors first reported a position in Phillips 66 in Q4 2023 and held it in 2 quarters.
  • CastleKeep Investment Advisors's Phillips 66 position peaked at $1.01M in Q4 2023.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on CastleKeep Investment Advisors's 13F filing for Q2 2024, filed 14 Feb 2025.