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Castleview Partners’s Phillips 66 PSX Stock Holding History

Castleview Partners’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
Q3 		– Sell
-20
Closed -$2.82K – 819
2024
Q2 		$2.82K Hold
20
– – ﹤0.01% 698
2024
Q1 		$3.27K Buy
20
+6
+43% +$865 ﹤0.01% 693
2023
Q4 		$1.86K Hold
14
– – ﹤0.01% 715
2023
Q3 		$1.68K Buy
+14
New +$1.57K ﹤0.01% 569
2023
Q1 		– Sell
-70
Closed -$7.29K – 708
2022
Q4 		$7.29K Hold
70
– – 0.01% 407
2022
Q3 		$6K Sell
70
-130
-65% -$11.1K 0.01% 443
2022
Q2 		$7.28K Buy
200
+95
+90% +$8.79K 0.01% 494
2022
Q1 		$9K Sell
105
-7,503
-99% -$631K 0.01% 509
2021
Q4 		$105 Buy
+7,608
New +$575K ﹤0.01% 785
2021
Q2 		$10K Buy
+117
New +$9.88K ﹤0.01% 696

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Castleview Partners's PSX Position: Q3 2024 in Review

Castleview Partners sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 20 shares — an estimated $2.82K sold.

Castleview Partners first reported a position in PSX in Q2 2021 and held it in 10 quarters. The position peaked at $10K in Q2 2021. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Castleview Partners reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 20 Phillips 66 shares in Q3 2024, an estimated $2.82K.
  • Castleview Partners first reported a position in Phillips 66 in Q2 2021 and held it in 10 quarters.
  • Castleview Partners's Phillips 66 position peaked at $10K in Q2 2021.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.