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Collaborative Wealth Management’s Phillips 66 PSX Stock Holding History

Collaborative Wealth Management’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
-1,298
Closed -$212K – 175
2024
Q1 		$212K Buy
+1,298
New +$187K 0.11% 153

Other funds holding PSX

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Collaborative Wealth Management's PSX Position: Q2 2024 in Review

Collaborative Wealth Management sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 1,298 shares — an estimated $212K sold.

Collaborative Wealth Management first reported a position in PSX in Q1 2024 and held it in 1 quarter. The position peaked at $212K in Q1 2024. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Collaborative Wealth Management reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Collaborative Wealth Management sold 1,298 Phillips 66 shares in Q2 2024, an estimated $212K.
  • Collaborative Wealth Management first reported a position in Phillips 66 in Q1 2024 and held it in 1 quarter.
  • Collaborative Wealth Management's Phillips 66 position peaked at $212K in Q1 2024.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Collaborative Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.