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Raymond James Financial Services Advisors’s Phillips 66 PSX Stock Holding History

Raymond James Financial Services 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
2018
Q4 		– Sell
-21,500
Closed -$23K – 2772
2018
Q3 		$23K Buy
21,500
+700
+3% +$80.9K ﹤0.01% 2755
2018
Q2 		$28K Buy
+20,800
New +$2.34M ﹤0.01% 2703
2016
Q4 		– Sell
-11,600
Closed -$51K – 2418
2016
Q3 		$51K Hold
11,600
– – ﹤0.01% 2206
2016
Q2 		$63K Sell
11,600
-200
-2% -$16.3K ﹤0.01% 2158
2016
Q1 		$139K Buy
+11,800
New +$959K ﹤0.01% 1854

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors's PSX Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Phillips 66 (PSX) stake by 0.29% in Q3 2024, buying an estimated $273K and bringing the position to 707,249 shares worth $93M. The position accounts for 0.12% of the portfolio, ranked #161.

Raymond James Financial Services Advisors first reported a position in PSX in Q2 2013 and has held it in 41 quarters since. The position peaked at $115M in Q1 2024. 1,771 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Raymond James Financial Services Advisors held 707,249 shares of Phillips 66 worth $93M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 2,023 Phillips 66 shares in Q3 2024, an estimated $273K.
  • Phillips 66 made up 0.12% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #161 holding.
  • Raymond James Financial Services Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 41 quarters since.
  • Raymond James Financial Services Advisors's Phillips 66 position peaked at $115M in Q1 2024.
  • 1,771 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.