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Abacus Wealth Partners’s Phillips 66 PSX Stock Holding History

Abacus Wealth Partners’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
Q3 		– Sell
-2,306
Closed -$326K – 95
2024
Q2 		$326K Buy
2,306
+28
+1% +$4.14K 0.05% 63
2024
Q1 		$372K Buy
2,278
+4
+0.2% +$576 0.06% 57
2023
Q4 		$303K Hold
2,274
– – 0.05% 58
2023
Q3 		$273K Hold
2,274
– – 0.08% 62
2023
Q2 		$217K Sell
2,274
-23
-1% -$2.24K 0.07% 78
2023
Q1 		$215K Buy
2,297
+23
+1% +$2.34K 0.07% 83
2022
Q4 		$237K Buy
+2,274
New +$233K 0.08% 65
2021
Q3 		– Sell
-2,396
Closed -$206K – 123
2021
Q2 		$206K Buy
+2,396
New +$202K 0.08% 109

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Abacus Wealth Partners's PSX Position: Q3 2024 in Review

Abacus Wealth Partners sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 2,306 shares — an estimated $326K sold.

Abacus Wealth Partners first reported a position in PSX in Q2 2021 and held it in 8 quarters. The position peaked at $372K in Q1 2024. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Abacus Wealth Partners reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
  • Abacus Wealth Partners sold 2,306 Phillips 66 shares in Q3 2024, an estimated $326K.
  • Abacus Wealth Partners first reported a position in Phillips 66 in Q2 2021 and held it in 8 quarters.
  • Abacus Wealth Partners's Phillips 66 position peaked at $372K in Q1 2024.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Abacus Wealth Partners's 13F filing for Q3 2024, filed 3 Oct 2024.