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Fractal Investments’s Phillips 66 PSX Stock Holding History

Fractal Investments’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
2025
Q1 		– Sell
-1,823
Closed -$208K – 78
2024
Q4 		$208K Sell
1,823
-677
-27% -$86.1K 0.03% 73
2024
Q3 		$329K Hold
2,500
– – 0.06% 58
2024
Q2 		$353K Hold
2,500
– – 0.06% 50
2024
Q1 		$408K Hold
2,500
– – 0.07% 48
2023
Q4 		$333K Buy
+2,500
New +$299K 0.07% 53
2023
Q1 		– Sell
-14,471
Closed -$1.51M – 100
2022
Q4 		$1.51M Buy
+14,471
New +$1.48M 0.36% 27
2022
Q3 		– Sell
-71,505
Closed -$5.86M – 92
2022
Q2 		$5.86M Sell
71,505
-11,115
-13% -$1.03M 1.93% 13
2022
Q1 		$7.14M Buy
+82,620
New +$6.95M 2.1% 12

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $501B AUM 22.01% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return