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L & S Advisors’s Phillips 66 PSX Stock Holding History

L & S 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
Q2 		– Sell
-39,989
Closed -$6.53M – 358
2024
Q1 		$6.53M Buy
+39,989
New +$5.76M 0.74% 42
2023
Q2 		– Sell
-32,536
Closed -$3.3M – 345
2023
Q1 		$3.3M Buy
+32,536
New +$3.31M 0.46% 65
2022
Q3 		– Sell
-52,262
Closed -$4.29M – 259
2022
Q2 		$4.29M Sell
52,262
-33,595
-39% -$3.11M 0.72% 40
2022
Q1 		$7.42M Buy
+85,857
New +$7.22M 0.88% 30
2018
Q4 		– Sell
-10,596
Closed -$1.19M – 327
2018
Q3 		$1.19M Sell
10,596
-26,602
-72% -$3.08M 0.15% 132
2018
Q2 		$4.18M Buy
+37,198
New +$4.18M 0.7% 40
2018
Q1 		– Sell
-12,626
Closed -$1.28M – 322
2017
Q4 		$1.28M Buy
+12,626
New +$1.2M 0.2% 109
2015
Q2 		– Sell
-43,908
Closed -$3.45M – 97
2015
Q1 		$3.45M Buy
+43,908
New +$3.22M 0.91% 44

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

L & S Advisors's PSX Position: Q2 2024 in Review

L & S Advisors sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 39,989 shares — an estimated $6.53M sold.

L & S Advisors first reported a position in PSX in Q1 2015 and held it in 8 quarters. The position peaked at $7.42M in Q1 2022. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • L & S Advisors reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • L & S Advisors sold 39,989 Phillips 66 shares in Q2 2024, an estimated $6.53M.
  • L & S Advisors first reported a position in Phillips 66 in Q1 2015 and held it in 8 quarters.
  • L & S Advisors's Phillips 66 position peaked at $7.42M in Q1 2022.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on L & S Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.