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Five Oceans Advisors’s Phillips 66 PSX Stock Holding History

Five Oceans 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
Q3 		– Sell
-1,441
Closed -$203K – 202
2024
Q2 		$203K Sell
1,441
-76
-5% -$11.2K 0.11% 163
2024
Q1 		$248K Buy
1,517
+3
+0.2% +$432 0.13% 151
2023
Q4 		$202K Buy
+1,514
New +$181K 0.11% 159

Other funds holding PSX

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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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Five Oceans Advisors's PSX Position: Q3 2024 in Review

Five Oceans Advisors sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 1,441 shares — an estimated $203K sold.

Five Oceans Advisors first reported a position in PSX in Q4 2023 and held it in 3 quarters. The position peaked at $248K in Q1 2024. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Five Oceans Advisors reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
  • Five Oceans Advisors sold 1,441 Phillips 66 shares in Q3 2024, an estimated $203K.
  • Five Oceans Advisors first reported a position in Phillips 66 in Q4 2023 and held it in 3 quarters.
  • Five Oceans Advisors's Phillips 66 position peaked at $248K in Q1 2024.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Five Oceans Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.