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Criterion Capital Advisors’s Phillips 66 PSX Stock Holding History

Criterion Capital 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
2024
Q4 		$104K Hold
735
– – 0.07% 94
2024
Q3 		$104K Hold
735
– – 0.07% 94
2024
Q2 		$104K Hold
735
– – 0.07% 94
2024
Q1 		$120K Sell
735
-1
-0.1% -$144 0.08% 86
2023
Q4 		$98K Buy
+736
New +$88K 0.07% 95

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Criterion Capital Advisors's PSX Position: Q4 2024 in Review

Criterion Capital Advisors held its Phillips 66 (PSX) position steady in Q4 2024 at 735 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #94.

Criterion Capital Advisors first reported a position in PSX in Q4 2023 and has held it in 5 quarters since. The position peaked at $120K in Q1 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Criterion Capital Advisors held 735 shares of Phillips 66 worth $104K as of Q4 2024.
  • Criterion Capital Advisors left its Phillips 66 share count unchanged in Q4 2024.
  • Phillips 66 made up 0.07% of Criterion Capital Advisors's portfolio in Q4 2024, its #94 holding.
  • Criterion Capital Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Phillips 66 position peaked at $120K in Q1 2024.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.