RWPA
PSX icon

Richard W. Paul & Associates’s Phillips 66 PSX Stock Holding History

Richard W. Paul & Associates’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
-2
Closed -$266 – 528
2023
Q4 		$266 Hold
2
– – ﹤0.01% 478
2023
Q3 		$240 Hold
2
– – ﹤0.01% 486
2023
Q2 		$191 Hold
2
– – ﹤0.01% 516
2023
Q1 		$203 Hold
2
– – ﹤0.01% 529
2022
Q4 		$208 Buy
+2
New +$205 ﹤0.01% 521

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

Richard W. Paul & Associates's PSX Position: Q1 2024 in Review

Richard W. Paul & Associates sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 2 shares — an estimated $266 sold.

Richard W. Paul & Associates first reported a position in PSX in Q4 2022 and held it in 5 quarters. The position peaked at $266 in Q4 2023. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Richard W. Paul & Associates reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 2 Phillips 66 shares in Q1 2024, an estimated $266.
  • Richard W. Paul & Associates first reported a position in Phillips 66 in Q4 2022 and held it in 5 quarters.
  • Richard W. Paul & Associates's Phillips 66 position peaked at $266 in Q4 2023.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Richard W. Paul & Associates's 13F filing for Q1 2024, filed 14 May 2024.