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Connectus Wealth’s Phillips 66 PSX Stock Holding History

Connectus Wealth’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
Q1 		$776K Hold
4,750
– – 0.02% 251
2023
Q4 		$632K Sell
4,750
-400
-8% -$47.8K 0.01% 386
2023
Q3 		$619K Hold
5,150
– – 0.01% 372
2023
Q2 		$491K Hold
5,150
– – 0.01% 352
2023
Q1 		$522K Hold
5,150
– – 0.01% 337
2022
Q4 		$536K Sell
5,150
-100
-2% -$10.2K 0.01% 336
2022
Q3 		$424K Sell
5,250
-25
-0.5% -$2.13K 0.01% 420
2022
Q2 		$432K Buy
+5,275
New +$488K 0.01% 355

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Connectus Wealth's PSX Position: Q1 2024 in Review

Connectus Wealth held its Phillips 66 (PSX) position steady in Q1 2024 at 4,750 shares worth $776K. The position accounts for 0.02% of the portfolio, ranked #251.

Connectus Wealth first reported a position in PSX in Q2 2022 and has held it in 8 quarters since. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Connectus Wealth held 4,750 shares of Phillips 66 worth $776K as of Q1 2024.
  • Connectus Wealth left its Phillips 66 share count unchanged in Q1 2024.
  • Phillips 66 made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #251 holding.
  • Connectus Wealth first reported a position in Phillips 66 in Q2 2022 and has held it in 8 quarters since.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.