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Curi Wealth Management’s Phillips 66 PSX Stock Holding History

Curi 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
Q1 		– Sell
-1,724
Closed -$230K – 106
2023
Q4 		$230K Buy
1,724
+4
+0.2% +$478 0.03% 142
2023
Q3 		$207K Buy
+1,720
New +$193K 0.03% 143
2022
Q3 		– Sell
-502
Closed -$41K – 573
2022
Q2 		$41K Buy
502
+70
+16% +$6.48K 0.01% 243
2022
Q1 		$37K Buy
432
+4
+0.9% +$337 0.01% 241
2021
Q4 		$31K Buy
+428
New +$32.4K 0.01% 210
2021
Q1 		– Sell
-408
Closed -$28K – 392
2020
Q4 		$28K Buy
+408
New +$24K 0.02% 187

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

Curi Wealth Management's PSX Position: Q1 2024 in Review

Curi Wealth Management sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 1,724 shares — an estimated $230K sold.

Curi Wealth Management first reported a position in PSX in Q4 2020 and held it in 6 quarters. The position peaked at $230K in Q4 2023. 1,877 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Curi Wealth Management reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 1,724 Phillips 66 shares in Q1 2024, an estimated $230K.
  • Curi Wealth Management first reported a position in Phillips 66 in Q4 2020 and held it in 6 quarters.
  • Curi Wealth Management's Phillips 66 position peaked at $230K in Q4 2023.
  • 1,877 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.