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MRA Advisory Group’s Phillips 66 PSX Stock Holding History

MRA Advisory Group’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
-1,837
Closed -$221K – 131
2023
Q3 		$221K Sell
1,837
-1,003
-35% -$113K 0.16% 102
2023
Q2 		$271K Buy
2,840
+63
+2% +$6.12K 0.19% 95
2023
Q1 		$281K Buy
+2,777
New +$282K 0.2% 87

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

MRA Advisory Group's PSX Position: Q4 2023 in Review

MRA Advisory Group sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 1,837 shares — an estimated $221K sold.

MRA Advisory Group first reported a position in PSX in Q1 2023 and held it in 3 quarters. The position peaked at $281K in Q1 2023. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

  • MRA Advisory Group reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
  • MRA Advisory Group sold 1,837 Phillips 66 shares in Q4 2023, an estimated $221K.
  • MRA Advisory Group first reported a position in Phillips 66 in Q1 2023 and held it in 3 quarters.
  • MRA Advisory Group's Phillips 66 position peaked at $281K in Q1 2023.
  • 1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on MRA Advisory Group's 13F filing for Q4 2023, filed 12 Feb 2024.