Global Wealth Management Investment Advisory’s Phillips 66 PSX Stock Holding History

Global Wealth Management Investment Advisory’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	-150	Closed	-$20K	–	358
2023 Q4	$20K	Hold	150	–	–	0.01%	244
2023 Q3	$18K	Hold	150	–	–	0.01%	251
2023 Q2	$14.3K	Buy	+150	New	+$14.6K	﹤0.01%	274
2022 Q3	–	Sell	-157	Closed	-$13K	–	385
2022 Q2	$13K	Hold	157	–	–	﹤0.01%	269
2022 Q1	$14K	Hold	157	–	–	﹤0.01%	287
2021 Q4	$11K	Hold	157	–	–	﹤0.01%	305
2021 Q3	$11K	Hold	157	–	–	﹤0.01%	307
2021 Q2	$13K	Hold	157	–	–	﹤0.01%	277
2021 Q1	$13K	Hold	157	–	–	﹤0.01%	287
2020 Q4	$11K	Hold	157	–	–	﹤0.01%	271
2020 Q3	$8K	Hold	157	–	–	﹤0.01%	294
2020 Q2	$11K	Hold	157	–	–	﹤0.01%	341
2020 Q1	$8K	Hold	157	–	–	﹤0.01%	365
2019 Q4	$17K	Sell	157 -9	-5%	-$1.01K	0.01%	286
2019 Q3	$17K	Hold	166	–	–	0.01%	270
2019 Q2	$16K	Hold	166	–	–	0.01%	309
2019 Q1	$16K	Hold	166	–	–	0.01%	329
2018 Q4	$14K	Buy	+166	New	+$16.2K	0.01%	340

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Wealth Management Investment Advisory's PSX Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 150 shares — an estimated $20K sold.

Global Wealth Management Investment Advisory first reported a position in PSX in Q4 2018 and held it in 18 quarters. The position peaked at $20K in Q4 2023. 1,879 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 150 Phillips 66 shares in Q1 2024, an estimated $20K.
Global Wealth Management Investment Advisory first reported a position in Phillips 66 in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Phillips 66 position peaked at $20K in Q4 2023.
1,879 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.