KIA
PSX icon

KLR Investment Advisors’s Phillips 66 PSX Stock Holding History

KLR Investment Advisors’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 		$604K Sell
3,845
-617
-14% -$88.9K 0.44% 55
2023
Q4 		$594K Buy
4,462
+414
+10% +$49.5K 0.43% 58
2023
Q3 		$410K Sell
4,048
-393
-9% -$44.1K 0.37% 82
2023
Q2 		$424K Buy
4,441
+161
+4% +$15.7K 0.35% 90
2023
Q1 		$434K Sell
4,280
-892
-17% -$90.7K 0.38% 81
2022
Q4 		$538K Buy
+5,172
New +$529K 0.44% 61

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

KLR Investment Advisors's PSX Position: Q1 2024 in Review

KLR Investment Advisors reduced its Phillips 66 (PSX) stake by 14% in Q1 2024, selling an estimated $88.9K and leaving 3,845 shares worth $604K. The position accounts for 0.44% of the portfolio, ranked #55.

KLR Investment Advisors first reported a position in PSX in Q4 2022 and has held it in 6 quarters since. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • KLR Investment Advisors held 3,845 shares of Phillips 66 worth $604K as of Q1 2024.
  • KLR Investment Advisors sold 617 Phillips 66 shares in Q1 2024, an estimated $88.9K.
  • Phillips 66 made up 0.44% of KLR Investment Advisors's portfolio in Q1 2024, its #55 holding.
  • KLR Investment Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 6 quarters since.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.