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Algert Global’s Phillips 66 PSX Stock Holding History

Algert Global’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
Q4 		– Sell
-26,983
Closed -$3.55M – 1296
2024
Q3 		$3.55M Buy
+26,983
New +$3.64M 0.1% 366
2023
Q2 		– Sell
-14,487
Closed -$1.47M – 1221
2023
Q1 		$1.47M Buy
14,487
+7,138
+97% +$726K 0.07% 461
2022
Q4 		$765K Buy
+7,349
New +$752K 0.04% 675
2022
Q1 		– Sell
-24,199
Closed -$1.75M – 1289
2021
Q4 		$1.75M Sell
24,199
-673
-3% -$50.9K 0.22% 110
2021
Q3 		$1.74M Buy
+24,872
New +$1.8M 0.23% 83
2020
Q4 		– Sell
-8,659
Closed -$449K – 475
2020
Q3 		$449K Buy
8,659
+5,449
+170% +$333K 0.14% 207
2020
Q2 		$231K Sell
3,210
-11,021
-77% -$780K 0.08% 313
2020
Q1 		$763K Buy
14,231
+10,299
+262% +$838K 0.32% 119
2019
Q4 		$438K Buy
+3,932
New +$442K 0.13% 221
2019
Q2 		– Sell
-7,806
Closed -$743K – 386
2019
Q1 		$743K Sell
7,806
-17,138
-69% -$1.63M 0.42% 80
2018
Q4 		$2.15M Buy
+24,944
New +$2.44M 0.6% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Algert Global's PSX Position: Q4 2024 in Review

Algert Global sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 26,983 shares — an estimated $3.55M sold.

Algert Global first reported a position in PSX in Q4 2018 and held it in 11 quarters. The position peaked at $3.55M in Q3 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Algert Global reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Algert Global sold 26,983 Phillips 66 shares in Q4 2024, an estimated $3.55M.
  • Algert Global first reported a position in Phillips 66 in Q4 2018 and held it in 11 quarters.
  • Algert Global's Phillips 66 position peaked at $3.55M in Q3 2024.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Algert Global's 13F filing for Q4 2024, filed 14 Feb 2025.