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Your Advocates Ltd’s Phillips 66 PSX Stock Holding History

Your Advocates Ltd’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
-4,334
Closed -$577K – 245
2023
Q4 		$577K Buy
4,334
+35
+0.8% +$4.18K 0.23% 22
2023
Q3 		$517K Buy
4,299
+38
+0.9% +$4.26K 0.31% 24
2023
Q2 		$406K Buy
4,261
+47
+1% +$4.57K 0.21% 22
2023
Q1 		$427K Buy
4,214
+41
+1% +$4.17K 0.23% 22
2022
Q4 		$434K Buy
4,173
+667
+19% +$68.2K 0.25% 26
2022
Q3 		$283K Buy
3,506
+47
+1% +$4.01K 0.17% 26
2022
Q2 		$284K Sell
3,459
-617
-15% -$57.1K 0.17% 23
2022
Q1 		$352K Sell
4,076
-1,349
-25% -$114K 0.2% 22
2021
Q4 		$393K Sell
5,425
-31
-0.6% -$2.34K 0.22% 21
2021
Q3 		$382K Sell
5,456
-211
-4% -$15.3K 0.25% 18
2021
Q2 		$486K Sell
5,667
-42
-0.7% -$3.54K 0.32% 17
2021
Q1 		$466K Buy
5,709
+31
+0.5% +$2.43K 0.34% 16
2020
Q4 		$397K Buy
5,678
+388
+7% +$22.8K 0.29% 16
2020
Q3 		$274K Buy
5,290
+111
+2% +$6.77K 0.22% 17
2020
Q2 		$330K Buy
5,179
+941
+22% +$66.6K 0.23% 19
2020
Q1 		$227K Buy
4,238
+73
+2% +$5.94K 0.2% 20
2019
Q4 		$464K Buy
+4,165
New +$468K 0.37% 18

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

Your Advocates Ltd's PSX Position: Q1 2024 in Review

Your Advocates Ltd sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 4,334 shares — an estimated $577K sold.

Your Advocates Ltd first reported a position in PSX in Q4 2019 and held it in 17 quarters. The position peaked at $577K in Q4 2023. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Your Advocates Ltd reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Your Advocates Ltd sold 4,334 Phillips 66 shares in Q1 2024, an estimated $577K.
  • Your Advocates Ltd first reported a position in Phillips 66 in Q4 2019 and held it in 17 quarters.
  • Your Advocates Ltd's Phillips 66 position peaked at $577K in Q4 2023.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Your Advocates Ltd's 13F filing for Q1 2024, filed 1 May 2024.