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Kapitalo Investimentos’s Phillips 66 PSX Stock Holding History

Kapitalo Investimentos’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
-3,444
Closed -$563K – 278
2024
Q1 		$563K Sell
3,444
-204
-6% -$29.4K 0.12% 70
2023
Q4 		$486K Sell
3,648
-340
-9% -$40.6K 0.1% 109
2023
Q3 		$479K Sell
3,988
-1,105
-22% -$124K 0.07% 111
2023
Q2 		$486K Buy
5,093
+4,027
+378% +$391K 0.09% 97
2023
Q1 		$108K Buy
+1,066
New +$108K 0.04% 323
2020
Q2 		– Sell
-8,432
Closed -$452K – 23
2020
Q1 		$452K Buy
+8,432
New +$686K 1.16% 10

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

Kapitalo Investimentos's PSX Position: Q2 2024 in Review

Kapitalo Investimentos sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 3,444 shares — an estimated $563K sold.

Kapitalo Investimentos first reported a position in PSX in Q1 2020 and held it in 6 quarters. The position peaked at $563K in Q1 2024. 1,782 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Kapitalo Investimentos reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,444 Phillips 66 shares in Q2 2024, an estimated $563K.
  • Kapitalo Investimentos first reported a position in Phillips 66 in Q1 2020 and held it in 6 quarters.
  • Kapitalo Investimentos's Phillips 66 position peaked at $563K in Q1 2024.
  • 1,782 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Kapitalo Investimentos's 13F filing for Q2 2024, filed 14 Aug 2024.