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Virtus Investment Advisers’s Phillips 66 PSX Stock Holding History

Virtus Investment Advisers’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
-610
Closed -$99.6K – 369
2024
Q1 		$99.6K Sell
610
-65
-10% -$9.37K 0.07% 248
2023
Q4 		$89.9K Hold
675
– – 0.07% 246
2023
Q3 		$81.1K Buy
+675
New +$75.8K 0.06% 230
2018
Q1 		– Sell
-35,131
Closed -$3.55M – 343
2017
Q4 		$3.55M Sell
35,131
-2,096
-6% -$199K 0.39% 76
2017
Q3 		$3.41M Sell
37,227
-5,375
-13% -$455K 0.36% 88
2017
Q2 		$3.52M Sell
42,602
-6,790
-14% -$533K 0.34% 93
2017
Q1 		$3.91M Sell
49,392
-28,562
-37% -$2.3M 0.35% 99
2016
Q4 		$6.74M Sell
77,954
-6,675
-8% -$555K 0.52% 51
2016
Q3 		$6.82M Buy
+84,629
New +$6.58M 0.44% 67

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
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
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

Virtus Investment Advisers's PSX Position: Q2 2024 in Review

Virtus Investment Advisers sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 610 shares — an estimated $99.6K sold.

Virtus Investment Advisers first reported a position in PSX in Q3 2016 and held it in 9 quarters. The position peaked at $6.82M in Q3 2016. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Virtus Investment Advisers reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Virtus Investment Advisers sold 610 Phillips 66 shares in Q2 2024, an estimated $99.6K.
  • Virtus Investment Advisers first reported a position in Phillips 66 in Q3 2016 and held it in 9 quarters.
  • Virtus Investment Advisers's Phillips 66 position peaked at $6.82M in Q3 2016.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Virtus Investment Advisers's 13F filing for Q2 2024, filed 14 Aug 2024.