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Van Leeuwen & Company’s Phillips 66 PSX Stock Holding History

Van Leeuwen & Company’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 		$2.42M Buy
14,833
+24
+0.2% +$3.46K 1.23% 26
2023
Q4 		$1.97M Buy
14,809
+12,712
+606% +$1.52M 1.15% 30
2023
Q3 		$252K Sell
2,097
-104
-5% -$11.7K 0.16% 72
2023
Q2 		$211K Buy
+2,201
New +$214K 0.13% 75

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

Van Leeuwen & Company's PSX Position: Q1 2024 in Review

Van Leeuwen & Company increased its Phillips 66 (PSX) stake by 0.16% in Q1 2024, buying an estimated $3.46K and bringing the position to 14,833 shares worth $2.42M. The position accounts for 1.23% of the portfolio, ranked #26.

Van Leeuwen & Company first reported a position in PSX in Q2 2023 and has held it in 4 quarters since. 1,877 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Van Leeuwen & Company held 14,833 shares of Phillips 66 worth $2.42M as of Q1 2024.
  • Van Leeuwen & Company bought 24 Phillips 66 shares in Q1 2024, an estimated $3.46K.
  • Phillips 66 made up 1.23% of Van Leeuwen & Company's portfolio in Q1 2024, its #26 holding.
  • Van Leeuwen & Company first reported a position in Phillips 66 in Q2 2023 and has held it in 4 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.