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Greytown Advisors’s Phillips 66 PSX Stock Holding History

Greytown 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
Q2 		$203K Sell
1,437
-538
-27% -$79.6K 0.12% 66
2024
Q1 		$323K Sell
1,975
-488
-20% -$70.3K 0.18% 56
2023
Q4 		$328K Hold
2,463
– – 0.18% 55
2023
Q3 		$296K Hold
2,463
– – 0.16% 55
2023
Q2 		$235K Hold
2,463
– – 0.13% 72
2023
Q1 		$250K Buy
2,463
+20
+0.8% +$2.03K 0.13% 78
2022
Q4 		$254K Buy
+2,443
New +$250K 0.14% 75
2022
Q3 		– Sell
-2,446
Closed -$201K – 100
2022
Q2 		$201K Sell
2,446
-50
-2% -$4.63K 0.11% 92
2022
Q1 		$216K Sell
2,496
-9,106
-78% -$766K 0.1% 103
2021
Q4 		$841K Sell
11,602
-847
-7% -$64K 0.36% 50
2021
Q3 		$872K Buy
12,449
+2,489
+25% +$180K 0.39% 50
2021
Q2 		$855K Sell
9,960
-844
-8% -$71.2K 0.41% 47
2021
Q1 		$881K Buy
+10,804
New +$848K 0.44% 44

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

Greytown Advisors's PSX Position: Q2 2024 in Review

Greytown Advisors reduced its Phillips 66 (PSX) stake by 27% in Q2 2024, selling an estimated $79.6K and leaving 1,437 shares worth $203K. The position accounts for 0.12% of the portfolio, ranked #66.

Greytown Advisors first reported a position in PSX in Q1 2021 and has held it in 13 quarters since. The position peaked at $881K in Q1 2021. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Greytown Advisors held 1,437 shares of Phillips 66 worth $203K as of Q2 2024.
  • Greytown Advisors sold 538 Phillips 66 shares in Q2 2024, an estimated $79.6K.
  • Phillips 66 made up 0.12% of Greytown Advisors's portfolio in Q2 2024, its #66 holding.
  • Greytown Advisors first reported a position in Phillips 66 in Q1 2021 and has held it in 13 quarters since.
  • Greytown Advisors's Phillips 66 position peaked at $881K in Q1 2021.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Greytown Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.