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Insight Folios’s Phillips 66 PSX Stock Holding History

Insight Folios’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
Q3 		$306K Buy
2,325
+65
+3% +$8.78K 0.11% 102
2024
Q2 		$319K Sell
2,260
-47
-2% -$6.96K 0.13% 83
2024
Q1 		$377K Sell
2,307
-992
-30% -$143K 0.15% 72
2023
Q4 		$439K Sell
3,299
-218
-6% -$26.1K 0.19% 62
2023
Q3 		$423K Sell
3,517
-524
-13% -$58.8K 0.21% 59
2023
Q2 		$385K Sell
4,041
-106
-3% -$10.3K 0.16% 69
2023
Q1 		$420K Sell
4,147
-99
-2% -$10.1K 0.19% 50
2022
Q4 		$442K Buy
4,246
+80
+2% +$8.18K 0.2% 48
2022
Q3 		$336K Buy
4,166
+182
+5% +$15.5K 0.17% 58
2022
Q2 		$327K Sell
3,984
-77
-2% -$7.12K 0.16% 78
2022
Q1 		$351K Buy
4,061
+311
+8% +$26.2K 0.16% 84
2021
Q4 		$272K Buy
3,750
+186
+5% +$14.1K 0.13% 116
2021
Q3 		$250K Buy
3,564
+553
+18% +$40K 0.14% 104
2021
Q2 		$258K Buy
+3,011
New +$254K 0.15% 57

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Folios's PSX Position: Q3 2024 in Review

Insight Folios increased its Phillips 66 (PSX) stake by 2.9% in Q3 2024, buying an estimated $8.78K and bringing the position to 2,325 shares worth $306K. The position accounts for 0.11% of the portfolio, ranked #102.

Insight Folios first reported a position in PSX in Q2 2021 and has held it in 14 quarters since. The position peaked at $442K in Q4 2022. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Insight Folios held 2,325 shares of Phillips 66 worth $306K as of Q3 2024.
  • Insight Folios bought 65 Phillips 66 shares in Q3 2024, an estimated $8.78K.
  • Phillips 66 made up 0.11% of Insight Folios's portfolio in Q3 2024, its #102 holding.
  • Insight Folios first reported a position in Phillips 66 in Q2 2021 and has held it in 14 quarters since.
  • Insight Folios's Phillips 66 position peaked at $442K in Q4 2022.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.