Surience Private Wealth’s Phillips 66 PSX Stock Holding History

Surience Private Wealth’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 Q2	–	Sell	-24,976	Closed	-$4.08M	–	37
2024 Q1	$4.08M	Buy	+24,976	New	+$3.6M	3.86%	6

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Surience Private Wealth's PSX Position: Q2 2024 in Review

Surience Private Wealth sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 24,976 shares — an estimated $4.08M sold.

Surience Private Wealth first reported a position in PSX in Q1 2024 and held it in 1 quarter. The position peaked at $4.08M in Q1 2024. 1,782 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

Surience Private Wealth reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
Surience Private Wealth sold 24,976 Phillips 66 shares in Q2 2024, an estimated $4.08M.
Surience Private Wealth first reported a position in Phillips 66 in Q1 2024 and held it in 1 quarter.
Surience Private Wealth's Phillips 66 position peaked at $4.08M in Q1 2024.
1,782 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Surience Private Wealth's 13F filing for Q2 2024, filed 9 Aug 2024.