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Abich Financial Wealth Management’s Phillips 66 PSX Stock Holding History

Abich Financial 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
Q3 		$104K Sell
790
-476
-38% -$64.3K 0.23% 40
2024
Q2 		$179K Buy
1,266
+1,237
+4,266% +$183K 0.12% 49
2024
Q1 		$4.74K Sell
29
-736
-96% -$106K ﹤0.01% 301
2023
Q4 		$102K Buy
+765
New +$91.4K 0.1% 37

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

Abich Financial Wealth Management's PSX Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Phillips 66 (PSX) stake by 38% in Q3 2024, selling an estimated $64.3K and leaving 790 shares worth $104K. The position accounts for 0.23% of the portfolio, ranked #40.

Abich Financial Wealth Management first reported a position in PSX in Q4 2023 and has held it in 4 quarters since. The position peaked at $179K in Q2 2024. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Abich Financial Wealth Management held 790 shares of Phillips 66 worth $104K as of Q3 2024.
  • Abich Financial Wealth Management sold 476 Phillips 66 shares in Q3 2024, an estimated $64.3K.
  • Phillips 66 made up 0.23% of Abich Financial Wealth Management's portfolio in Q3 2024, its #40 holding.
  • Abich Financial Wealth Management first reported a position in Phillips 66 in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's Phillips 66 position peaked at $179K in Q2 2024.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.