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Meitav Investment House’s Phillips 66 PSX Stock Holding History

Meitav Investment House’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
-27,922
Closed -$4.24M – 326
2023
Q4 		$4.24M Sell
27,922
-2,986
-10% -$357K 0.06% 123
2023
Q3 		$3.93M Buy
30,908
+5,920
+24% +$664K 0.06% 130
2023
Q2 		$3.26M Sell
24,988
-1,392
-5% -$135K 0.05% 148
2023
Q1 		$2.8M Buy
+26,380
New +$2.68M 0.05% 162
2018
Q2 		– Sell
-9,176
Closed -$880K – 444
2018
Q1 		$880K Buy
+9,176
New +$893K 0.04% 198

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

Meitav Investment House's PSX Position: Q1 2024 in Review

Meitav Investment House sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 27,922 shares — an estimated $4.24M sold.

Meitav Investment House first reported a position in PSX in Q1 2018 and held it in 5 quarters. The position peaked at $4.24M in Q4 2023. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Meitav Investment House reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 27,922 Phillips 66 shares in Q1 2024, an estimated $4.24M.
  • Meitav Investment House first reported a position in Phillips 66 in Q1 2018 and held it in 5 quarters.
  • Meitav Investment House's Phillips 66 position peaked at $4.24M in Q4 2023.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.