Cetera 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
Q1 | $7.5M | Buy |
45,928
+13,777
| +43% | +$1.99M | 0.06% | 333 |
|
|
2023
Q4 | $4.28M | Buy |
32,151
+2,716
| +9% | +$325K | 0.06% | 314 |
|
|
2023
Q3 | $3.54M | Buy |
29,435
+5,983
| +26% | +$672K | 0.06% | 323 |
|
|
2023
Q2 | $2.24M | Sell |
23,452
-217
| -0.9% | -$21.1K | 0.04% | 429 |
|
|
2023
Q1 | $2.4M | Sell |
23,669
-2,276
| -9% | -$231K | 0.04% | 397 |
|
|
2022
Q4 | $2.7M | Buy |
25,945
+6,288
| +32% | +$643K | 0.05% | 370 |
|
|
2022
Q3 | $1.59M | Sell |
19,657
-84
| -0.4% | -$7.16K | 0.04% | 413 |
|
|
2022
Q2 | $1.62M | Buy |
19,741
+1,362
| +7% | +$126K | 0.04% | 441 |
|
|
2022
Q1 | $1.59M | Buy |
18,379
+2,362
| +15% | +$199K | 0.03% | 467 |
|
|
2021
Q4 | $1.16M | Sell |
16,017
-1,459
| -8% | -$110K | 0.02% | 547 |
|
|
2021
Q3 | $1.22M | Buy |
17,476
+1,913
| +12% | +$138K | 0.02% | 541 |
|
|
2021
Q2 | $1.34M | Buy |
15,563
+241
| +2% | +$20.3K | 0.03% | 456 |
|
|
2021
Q1 | $1.25M | Buy |
15,322
+4,655
| +44% | +$365K | 0.03% | 409 |
|
|
2020
Q4 | $746K | Buy |
10,667
+495
| +5% | +$29.1K | 0.02% | 495 |
|
|
2020
Q3 | $527K | Buy |
10,172
+784
| +8% | +$47.8K | 0.02% | 539 |
|
|
2020
Q2 | $675K | Buy |
9,388
+491
| +6% | +$34.8K | 0.03% | 457 |
|
|
2020
Q1 | $477K | Sell |
8,897
-1,600
| -15% | -$130K | 0.03% | 481 |
|
|
2019
Q4 | $1.17M | Sell |
10,497
-1,842
| -15% | -$207K | 0.05% | 337 |
|
|
2019
Q3 | $1.26M | Sell |
12,339
-295
| -2% | -$29.6K | 0.06% | 309 |
|
|
2019
Q2 | $1.19M | Buy |
12,634
+1,058
| +9% | +$94.9K | 0.05% | 331 |
|
|
2019
Q1 | $1.11M | Buy |
11,576
+700
| +6% | +$66.5K | 0.06% | 315 |
|
|
2018
Q4 | $936K | Sell |
10,876
-135
| -1% | -$13.2K | 0.05% | 329 |
|
|
2018
Q3 | $1.25M | Buy |
11,011
+2,096
| +24% | +$242K | 0.06% | 295 |
|
|
2018
Q2 | $999K | Sell |
8,915
-640
| -7% | -$71.9K | 0.06% | 324 |
|
|
2018
Q1 | $915K | Sell |
9,555
-223
| -2% | -$21.7K | 0.06% | 328 |
|
|
2017
Q4 | $986K | Buy |
9,778
+46
| +0.5% | +$4.37K | 0.06% | 293 |
|
|
2017
Q3 | $889K | Buy |
9,732
+106
| +1% | +$8.98K | 0.05% | 337 |
|
|
2017
Q2 | $797K | Sell |
9,626
-285
| -3% | -$22.4K | 0.05% | 357 |
|
|
2017
Q1 | $790K | Sell |
9,911
-1,646
| -14% | -$133K | 0.05% | 344 |
|
|
2016
Q4 | $996K | Buy |
11,557
+927
| +9% | +$77.1K | 0.08% | 284 |
|
|
2016
Q3 | $851K | Buy |
10,630
+646
| +6% | +$50.2K | 0.07% | 302 |
|
|
2016
Q2 | $796K | Sell |
9,984
-2,179
| -18% | -$178K | 0.06% | 308 |
|
|
2016
Q1 | $1.05M | Buy |
12,163
+3,496
| +40% | +$284K | 0.09% | 242 |
|
|
2015
Q4 | $708K | Buy |
8,667
+1,051
| +14% | +$90.7K | 0.06% | 332 |
|
|
2015
Q3 | $591K | Sell |
7,616
-1,391
| -15% | -$111K | 0.06% | 336 |
|
|
2015
Q2 | $722K | Buy |
9,007
+553
| +7% | +$44K | 0.06% | 317 |
|
|
2015
Q1 | $666K | Buy |
8,454
+2,711
| +47% | +$199K | 0.06% | 326 |
|
|
2014
Q4 | $415K | Sell |
5,743
-114
| -2% | -$8.41K | 0.04% | 403 |
|
|
2014
Q3 | $475K | Buy |
5,857
+290
| +5% | +$24.1K | 0.04% | 361 |
|
|
2014
Q2 | $447K | Buy |
5,567
+597
| +12% | +$49.2K | 0.05% | 372 |
|
|
2014
Q1 | $385K | Buy |
4,970
+1,602
| +48% | +$122K | 0.05% | 360 |
|
|
2013
Q4 | $261K | Buy |
+3,368
| New | +$225K | 0.04% | 398 |
|
Other funds holding PSX
Cetera Advisors's PSX Position: Q1 2024 in Review
Cetera Advisors increased its Phillips 66 (PSX) stake by 43% in Q1 2024, buying an estimated $1.99M and bringing the position to 45,928 shares worth $7.5M. The position accounts for 0.06% of the portfolio, ranked #333.
Cetera Advisors first reported a position in PSX in Q4 2013 and has held it in 42 quarters since. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.
- Cetera Advisors held 45,928 shares of Phillips 66 worth $7.5M as of Q1 2024.
- Cetera Advisors bought 13,777 Phillips 66 shares in Q1 2024, an estimated $1.99M.
- Phillips 66 made up 0.06% of Cetera Advisors's portfolio in Q1 2024, its #333 holding.
- Cetera Advisors first reported a position in Phillips 66 in Q4 2013 and has held it in 42 quarters since.
- 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.
Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.