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Retirement Group’s Phillips 66 PSX Stock Holding History

Retirement 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
2024
Q1 		$949K Buy
5,811
+1
+0% +$144 0.34% 41
2023
Q4 		$774K Buy
5,810
+1
+0% +$120 0.31% 49
2023
Q3 		$698K Buy
5,809
+1
+0% +$112 0.29% 52
2023
Q2 		$554K Sell
5,808
-69
-1% -$6.71K 0.23% 58
2023
Q1 		$596K Sell
5,877
-2,682
-31% -$273K 0.27% 53
2022
Q4 		$891K Buy
8,559
+214
+3% +$21.9K 0.43% 40
2022
Q3 		$674K Buy
8,345
+352
+4% +$30K 0.54% 31
2022
Q2 		$655K Buy
7,993
+704
+10% +$65.1K 0.27% 55
2022
Q1 		$630K Buy
7,289
+605
+9% +$50.9K 0.24% 57
2021
Q4 		$484K Buy
6,684
+607
+10% +$45.9K 0.21% 65
2021
Q3 		$426K Buy
6,077
+216
+4% +$15.6K 0.2% 78
2021
Q2 		$503K Buy
5,861
+12
+0.2% +$1.01K 0.24% 64
2021
Q1 		$477K Sell
5,849
-2,453
-30% -$192K 0.22% 74
2020
Q4 		$580K Hold
8,302
– – 0.27% 59
2020
Q3 		$430K Hold
8,302
– – 0.24% 76
2020
Q2 		$597K Buy
+8,302
New +$588K 0.37% 52
2019
Q4 		$908K Buy
+8,147
New +$915K 0.59% 40

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

Retirement Group's PSX Position: Q1 2024 in Review

Retirement Group increased its Phillips 66 (PSX) stake by 0.02% in Q1 2024, buying an estimated $144 and bringing the position to 5,811 shares worth $949K. The position accounts for 0.34% of the portfolio, ranked #41.

Retirement Group first reported a position in PSX in Q4 2019 and has held it in 17 quarters since. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Retirement Group held 5,811 shares of Phillips 66 worth $949K as of Q1 2024.
  • Retirement Group bought 1 Phillips 66 share in Q1 2024, an estimated $144.
  • Phillips 66 made up 0.34% of Retirement Group's portfolio in Q1 2024, its #41 holding.
  • Retirement Group first reported a position in Phillips 66 in Q4 2019 and has held it in 17 quarters since.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.