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ICA Group Wealth Management’s Phillips 66 PSX Stock Holding History

ICA Group Wealth Management’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 		$169K Sell
1,195
-560
-32% -$82.9K 0.1% 117
2024
Q1 		$287K Buy
1,755
+256
+17% +$36.9K 0.06% 230
2023
Q4 		$200K Buy
+1,499
New +$179K 0.04% 251
2023
Q3 		– Sell
-1,465
Closed -$140K – 964
2023
Q2 		$140K Sell
1,465
-691
-32% -$67.2K 0.04% 274
2023
Q1 		$219K Buy
2,156
+3
+0.1% +$305 0.05% 225
2022
Q4 		$222K Sell
2,153
-3,699
-63% -$378K 0.05% 249
2022
Q3 		$472K Buy
5,852
+342
+6% +$29.1K 0.1% 201
2022
Q2 		$487K Sell
5,510
-646
-10% -$59.8K 0.09% 199
2022
Q1 		$653K Buy
+6,156
New +$518K 0.12% 167

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

ICA Group Wealth Management's PSX Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Phillips 66 (PSX) stake by 32% in Q2 2024, selling an estimated $82.9K and leaving 1,195 shares worth $169K. The position accounts for 0.1% of the portfolio, ranked #117.

ICA Group Wealth Management first reported a position in PSX in Q1 2022 and has held it in 9 quarters since. The position peaked at $653K in Q1 2022. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • ICA Group Wealth Management held 1,195 shares of Phillips 66 worth $169K as of Q2 2024.
  • ICA Group Wealth Management sold 560 Phillips 66 shares in Q2 2024, an estimated $82.9K.
  • Phillips 66 made up 0.1% of ICA Group Wealth Management's portfolio in Q2 2024, its #117 holding.
  • ICA Group Wealth Management first reported a position in Phillips 66 in Q1 2022 and has held it in 9 quarters since.
  • ICA Group Wealth Management's Phillips 66 position peaked at $653K in Q1 2022.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.