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

AMJ 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
Q4 		– Sell
-6,666
Closed -$876K – 95
2024
Q3 		$876K Sell
6,666
-50,510
-88% -$6.82M 0.25% 54
2024
Q2 		$8.07M Sell
57,176
-176
-0.3% -$26.1K 2.5% 18
2024
Q1 		$9.37M Buy
57,352
+2,992
+6% +$431K 3.13% 9
2023
Q4 		$7.24M Buy
54,360
+16,434
+43% +$1.96M 3.05% 10
2023
Q3 		$4.56M Buy
+37,926
New +$4.26M 2.1% 27

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

AMJ Financial Wealth Management's PSX Position: Q4 2024 in Review

AMJ Financial Wealth Management sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 6,666 shares — an estimated $876K sold.

AMJ Financial Wealth Management first reported a position in PSX in Q3 2023 and held it in 5 quarters. The position peaked at $9.37M in Q1 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • AMJ Financial Wealth Management reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 6,666 Phillips 66 shares in Q4 2024, an estimated $876K.
  • AMJ Financial Wealth Management first reported a position in Phillips 66 in Q3 2023 and held it in 5 quarters.
  • AMJ Financial Wealth Management's Phillips 66 position peaked at $9.37M in Q1 2024.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.