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Level Financial Advisors’s Phillips 66 PSX Stock Holding History

Level Financial 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 		– Sell
-101
Closed -$13.4K – 206
2023
Q4 		$13.4K Hold
101
– – 0.01% 179
2023
Q3 		$12.1K Hold
101
– – 0.01% 180
2023
Q2 		$9.63K Hold
101
– – 0.01% 192
2023
Q1 		$10.2K Sell
101
-15
-13% -$1.52K 0.01% 165
2022
Q4 		$12K Buy
116
+15
+15% +$1.53K 0.01% 156
2022
Q3 		$8K Hold
101
– – 0.01% 178
2022
Q2 		$8K Hold
101
– – 0.01% 191
2022
Q1 		$9K Hold
101
– – 0.01% 158
2021
Q4 		$7K Buy
+101
New +$7.63K 0.01% 193

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

Level Financial Advisors's PSX Position: Q1 2024 in Review

Level Financial Advisors sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 101 shares — an estimated $13.4K sold.

Level Financial Advisors first reported a position in PSX in Q4 2021 and held it in 9 quarters. The position peaked at $13.4K in Q4 2023. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Level Financial Advisors reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 101 Phillips 66 shares in Q1 2024, an estimated $13.4K.
  • Level Financial Advisors first reported a position in Phillips 66 in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Phillips 66 position peaked at $13.4K in Q4 2023.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.