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Cutter & Co Brokerage’s Phillips 66 PSX Stock Holding History

Cutter & Co Brokerage’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
-1,476
Closed -$241K – 212
2024
Q1 		$241K Sell
1,476
-876
-37% -$126K 0.06% 164
2023
Q4 		$313K Buy
2,352
+211
+10% +$25.2K 0.09% 130
2023
Q3 		$257K Buy
2,141
+3
+0.1% +$337 0.08% 152
2023
Q2 		$204K Buy
2,138
+8
+0.4% +$778 0.06% 190
2023
Q1 		$216K Buy
2,130
+7
+0.3% +$712 0.07% 184
2022
Q4 		$221K Buy
+2,123
New +$217K 0.07% 181

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
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
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

Cutter & Co Brokerage's PSX Position: Q2 2024 in Review

Cutter & Co Brokerage sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 1,476 shares — an estimated $241K sold.

Cutter & Co Brokerage first reported a position in PSX in Q4 2022 and held it in 6 quarters. The position peaked at $313K in Q4 2023. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Cutter & Co Brokerage reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Cutter & Co Brokerage sold 1,476 Phillips 66 shares in Q2 2024, an estimated $241K.
  • Cutter & Co Brokerage first reported a position in Phillips 66 in Q4 2022 and held it in 6 quarters.
  • Cutter & Co Brokerage's Phillips 66 position peaked at $313K in Q4 2023.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Cutter & Co Brokerage's 13F filing for Q2 2024, filed 31 Jul 2024.