Community Bank of Raymore’s Phillips 66 PSX Stock Holding History

Community Bank of Raymore’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	-1,962	Closed	-$320K	–	86
2024 Q1	$320K	Buy	1,962 +400	+26%	+$57.6K	0.15%	71
2023 Q4	$208K	Buy	+1,562	New	+$187K	0.09%	87
2023 Q1	–	Sell	-3,032	Closed	-$316K	–	85
2022 Q4	$316K	Buy	+3,032	New	+$310K	0.12%	66
2020 Q1	–	Sell	-2,278	Closed	-$254K	–	54
2019 Q4	$254K	Buy	2,278 +60	+3%	+$6.74K	0.09%	49
2019 Q3	$227K	Buy	+2,218	New	+$222K	0.08%	51
2018 Q4	–	Sell	-1,803	Closed	-$203K	–	53
2018 Q3	$203K	Hold	1,803	–	–	0.06%	54
2018 Q2	$203K	Buy	+1,803	New	+$203K	0.07%	51
2017 Q1	–	Sell	-2,515	Closed	-$217K	–	49
2016 Q4	$217K	Hold	2,515	–	–	0.09%	48
2016 Q3	$203K	Hold	2,515	–	–	0.09%	48
2016 Q2	$200K	Sell	2,515 -29	-1%	-$2.37K	0.09%	46
2016 Q1	$221K	Hold	2,544	–	–	0.11%	45
2015 Q4	$207K	Buy	+2,544	New	+$220K	0.11%	45

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Community Bank of Raymore's PSX Position: Q2 2024 in Review

Community Bank of Raymore sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 1,962 shares — an estimated $320K sold.

Community Bank of Raymore first reported a position in PSX in Q4 2015 and held it in 12 quarters. The position peaked at $320K in Q1 2024. 1,782 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

Community Bank of Raymore reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
Community Bank of Raymore sold 1,962 Phillips 66 shares in Q2 2024, an estimated $320K.
Community Bank of Raymore first reported a position in Phillips 66 in Q4 2015 and held it in 12 quarters.
Community Bank of Raymore's Phillips 66 position peaked at $320K in Q1 2024.
1,782 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Community Bank of Raymore's 13F filing for Q2 2024, filed 16 Jul 2024.