Cetera Advisors’s Phillips 66 PSX Stock Holding History

Cetera 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
2016 Q1	–	Sell	-200	Closed	-$1K	–	762
2015 Q4	$1K	Buy	+200	New	+$17.3K	﹤0.01%	714

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.