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Credential Qtrade Securities’s Phillips 66 PSX Stock Holding History

Credential Qtrade Securities’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 		$5.23K Hold
32
– – ﹤0.01% 322
2023
Q4 		$4.26K Hold
32
– – ﹤0.01% 318
2023
Q3 		$3.84K Hold
32
– – ﹤0.01% 307
2023
Q2 		$3.05K Hold
32
– – ﹤0.01% 324
2023
Q1 		$3.24K Buy
+32
New +$3.25K ﹤0.01% 334

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Credential Qtrade Securities's PSX Position: Q1 2024 in Review

Credential Qtrade Securities held its Phillips 66 (PSX) position steady in Q1 2024 at 32 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Credential Qtrade Securities first reported a position in PSX in Q1 2023 and has held it in 5 quarters since. 1,877 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Credential Qtrade Securities held 32 shares of Phillips 66 worth $5.23K as of Q1 2024.
  • Credential Qtrade Securities left its Phillips 66 share count unchanged in Q1 2024.
  • Phillips 66 made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #322 holding.
  • Credential Qtrade Securities first reported a position in Phillips 66 in Q1 2023 and has held it in 5 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.