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WCG Wealth Advisors’s Phillips 66 PSX Stock Holding History

WCG Wealth Advisors’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 		– Sell
-10,874
Closed -$1.45M – 297
2023
Q4 		$1.45M Sell
10,874
-2,534
-19% -$303K 0.11% 165
2023
Q3 		$1.65M Buy
+13,408
New +$1.5M 0.12% 151
2022
Q4 		– Sell
-4,307
Closed -$348K – 249
2022
Q3 		$348K Buy
4,307
+6
+0.1% +$511 0.05% 212
2022
Q2 		$353K Buy
+4,301
New +$398K 0.05% 194

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

WCG Wealth Advisors's PSX Position: Q1 2024 in Review

WCG Wealth Advisors sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 10,874 shares — an estimated $1.45M sold.

WCG Wealth Advisors first reported a position in PSX in Q2 2022 and held it in 4 quarters. The position peaked at $1.65M in Q3 2023. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • WCG Wealth Advisors reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 10,874 Phillips 66 shares in Q1 2024, an estimated $1.45M.
  • WCG Wealth Advisors first reported a position in Phillips 66 in Q2 2022 and held it in 4 quarters.
  • WCG Wealth Advisors's Phillips 66 position peaked at $1.65M in Q3 2023.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on WCG Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.