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Imprint Wealth’s Phillips 66 PSX Stock Holding History

Imprint Wealth’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 		$1.48M Buy
9,080
+129
+1% +$18.6K 0.36% 65
2023
Q4 		$1.19M Buy
8,951
+27
+0.3% +$3.23K 0.96% 32
2023
Q3 		$1.07M Buy
8,924
+2,431
+37% +$273K 0.91% 36
2023
Q2 		$619K Hold
6,493
– – 0.39% 71
2023
Q1 		$658K Buy
+6,493
New +$660K 0.43% 67

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Imprint Wealth's PSX Position: Q1 2024 in Review

Imprint Wealth increased its Phillips 66 (PSX) stake by 1.4% in Q1 2024, buying an estimated $18.6K and bringing the position to 9,080 shares worth $1.48M. The position accounts for 0.36% of the portfolio, ranked #65.

Imprint Wealth first reported a position in PSX in Q1 2023 and has held it in 5 quarters since. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Imprint Wealth held 9,080 shares of Phillips 66 worth $1.48M as of Q1 2024.
  • Imprint Wealth bought 129 Phillips 66 shares in Q1 2024, an estimated $18.6K.
  • Phillips 66 made up 0.36% of Imprint Wealth's portfolio in Q1 2024, its #65 holding.
  • Imprint Wealth first reported a position in Phillips 66 in Q1 2023 and has held it in 5 quarters since.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.