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SpiderRock Advisors’s Phillips 66 PSX Stock Holding History

SpiderRock 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
2021
Q1 		– Hold
0
– -$38K – 193
2020
Q4 		– Hold
0
– – – 162
2017
Q4 		– Hold
0
– -$98K – 315
2017
Q3 		– Hold
0
– – – 147
2017
Q2 		– Hold
0
– – – 297
2017
Q1 		– Hold
0
– – – 480

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

SpiderRock Advisors's PSX Position: Q3 2024 in Review

SpiderRock Advisors reduced its Phillips 66 (PSX) stake by 6.4% in Q3 2024, selling an estimated $116K and leaving 12,566 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #358.

SpiderRock Advisors first reported a position in PSX in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.89M in Q2 2024. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • SpiderRock Advisors held 12,566 shares of Phillips 66 worth $1.65M as of Q3 2024.
  • SpiderRock Advisors sold 856 Phillips 66 shares in Q3 2024, an estimated $116K.
  • Phillips 66 made up 0.03% of SpiderRock Advisors's portfolio in Q3 2024, its #358 holding.
  • SpiderRock Advisors first reported a position in Phillips 66 in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Phillips 66 position peaked at $1.89M in Q2 2024.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.