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Milestone Investment Advisors’s Phillips 66 PSX Stock Holding History

Milestone 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
2023
Q4 		– Sell
-50
Closed -$6.01K – 364
2023
Q3 		$6.01K Buy
+50
New +$5.61K ﹤0.01% 318
2023
Q2 		– Sell
-50
Closed -$5.07K – 361
2023
Q1 		$5.07K Buy
+50
New +$5.08K ﹤0.01% 329

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Milestone Investment Advisors's PSX Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 50 shares — an estimated $6.01K sold.

Milestone Investment Advisors first reported a position in PSX in Q1 2023 and held it in 2 quarters. The position peaked at $6.01K in Q3 2023. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 50 Phillips 66 shares in Q4 2023, an estimated $6.01K.
  • Milestone Investment Advisors first reported a position in Phillips 66 in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Phillips 66 position peaked at $6.01K in Q3 2023.
  • 1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.