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Steward Partners Investment Solutions’s Phillips 66 PSX Stock Holding History

Steward Partners Investment Solutions’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 		$1.66M Sell
10,170
-114
-1% -$16.4K 0.28% 79
2023
Q4 		$1.37M Buy
+10,284
New +$1.23M 0.57% 46

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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

Steward Partners Investment Solutions's PSX Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its Phillips 66 (PSX) stake by 1.1% in Q1 2024, selling an estimated $16.4K and leaving 10,170 shares worth $1.66M. The position accounts for 0.28% of the portfolio, ranked #79.

Steward Partners Investment Solutions first reported a position in PSX in Q4 2023 and has held it in 2 quarters since. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Steward Partners Investment Solutions held 10,170 shares of Phillips 66 worth $1.66M as of Q1 2024.
  • Steward Partners Investment Solutions sold 114 Phillips 66 shares in Q1 2024, an estimated $16.4K.
  • Phillips 66 made up 0.28% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #79 holding.
  • Steward Partners Investment Solutions first reported a position in Phillips 66 in Q4 2023 and has held it in 2 quarters since.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.