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Horizon Investment Services’s Phillips 66 PSX Stock Holding History

Horizon Investment 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
-16,788
Closed -$2.74M – 122
2024
Q1 		$2.74M Sell
16,788
-795
-5% -$115K 1.34% 26
2023
Q4 		$2.34M Sell
17,583
-138
-0.8% -$16.5K 1.26% 27
2023
Q3 		$2.13M Buy
17,721
+1,547
+10% +$174K 1.28% 27
2023
Q2 		$1.54M Buy
16,174
+348
+2% +$33.8K 0.94% 39
2023
Q1 		$1.6M Buy
15,826
+1,608
+11% +$163K 1.03% 36
2022
Q4 		$1.48M Buy
+14,218
New +$1.45M 1.07% 33

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

Horizon Investment Services's PSX Position: Q2 2024 in Review

Horizon Investment Services sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 16,788 shares — an estimated $2.74M sold.

Horizon Investment Services first reported a position in PSX in Q4 2022 and held it in 6 quarters. The position peaked at $2.74M in Q1 2024. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Horizon Investment Services reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Horizon Investment Services sold 16,788 Phillips 66 shares in Q2 2024, an estimated $2.74M.
  • Horizon Investment Services first reported a position in Phillips 66 in Q4 2022 and held it in 6 quarters.
  • Horizon Investment Services's Phillips 66 position peaked at $2.74M in Q1 2024.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Horizon Investment Services's 13F filing for Q2 2024, filed 5 Aug 2024.