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Harel Insurance Investments & Financial Services’s Phillips 66 PSX Stock Holding History

Harel Insurance Investments & Financial Services’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
-728
Closed -$119K – 572
2024
Q1 		$119K Buy
+728
New +$105K ﹤0.01% 289
2023
Q3 		– Sell
-2,760
Closed -$261K – 753
2023
Q2 		$261K Buy
+2,760
New +$268K 0.01% 281
2021
Q2 		– Sell
-1,000
Closed -$272K – 847
2021
Q1 		$272K Hold
1,000
– – 0.01% 562
2020
Q4 		$225K Hold
1,000
– – 0.01% 481
2020
Q3 		$52K Hold
1,000
– – ﹤0.01% 454
2020
Q2 		$72K Buy
+1,000
New +$70.8K ﹤0.01% 360
2019
Q3 		– Sell
-3,050
Closed -$285K – 553
2019
Q2 		$285K Buy
3,050
+2,000
+190% +$179K 0.02% 165
2019
Q1 		$100K Sell
1,050
-3,000
-74% -$285K 0.01% 183
2018
Q4 		$349K Buy
4,050
+1,000
+33% +$97.7K 0.02% 130
2018
Q3 		$344K Hold
3,050
– – 0.02% 168
2018
Q2 		$343K Hold
3,050
– – 0.02% 156
2018
Q1 		$293K Hold
3,050
– – 0.02% 173
2017
Q4 		$309K Hold
3,050
– – 0.02% 172
2017
Q3 		$279K Sell
3,050
-1,720
-36% -$146K 0.02% 147
2017
Q2 		$394K Sell
4,770
-685
-13% -$53.8K 0.03% 123
2017
Q1 		$420K Buy
5,455
+5,255
+2,628% +$423K 0.04% 100
2016
Q4 		$17K Buy
+200
New +$16.6K ﹤0.01% 265
2016
Q3 		– Sell
-1,460
Closed -$138K – 624
2016
Q2 		$138K Buy
1,460
+1,409
+2,763% +$115K 0.02% 206
2016
Q1 		$30K Buy
+51
New +$4.14K ﹤0.01% 245

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 $609B AUM 40.19% 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

Harel Insurance Investments & Financial Services's PSX Position: Q2 2024 in Review

Harel Insurance Investments & Financial Services sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 728 shares — an estimated $119K sold.

Harel Insurance Investments & Financial Services first reported a position in PSX in Q1 2016 and held it in 19 quarters. The position peaked at $420K in Q1 2017. 1,782 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 728 Phillips 66 shares in Q2 2024, an estimated $119K.
  • Harel Insurance Investments & Financial Services first reported a position in Phillips 66 in Q1 2016 and held it in 19 quarters.
  • Harel Insurance Investments & Financial Services's Phillips 66 position peaked at $420K in Q1 2017.
  • 1,782 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2024, filed 22 Jul 2024.