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Waterway Wealth Management’s Phillips 66 PSX Stock Holding History

Waterway Wealth Management’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
-2,471
Closed -$404K – 72
2024
Q1 		$404K Hold
2,471
– – 0.18% 48
2023
Q4 		$329K Buy
+2,471
New +$295K 0.14% 51

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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

Waterway Wealth Management's PSX Position: Q2 2024 in Review

Waterway Wealth Management sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 2,471 shares — an estimated $404K sold.

Waterway Wealth Management first reported a position in PSX in Q4 2023 and held it in 2 quarters. The position peaked at $404K in Q1 2024. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Waterway Wealth Management reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Waterway Wealth Management sold 2,471 Phillips 66 shares in Q2 2024, an estimated $404K.
  • Waterway Wealth Management first reported a position in Phillips 66 in Q4 2023 and held it in 2 quarters.
  • Waterway Wealth Management's Phillips 66 position peaked at $404K in Q1 2024.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Waterway Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.