Arrow Financial’s Phillips 66 PSX Stock Holding History

Arrow Financial’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	-175	Closed	-$23K	–	286
2024 Q3	$23K	Hold	175	–	–	﹤0.01%	256
2024 Q2	$24.7K	Hold	175	–	–	﹤0.01%	245
2024 Q1	$28.6K	Hold	175	–	–	﹤0.01%	236
2023 Q4	$23.3K	Hold	175	–	–	﹤0.01%	249
2023 Q3	$21K	Hold	175	–	–	﹤0.01%	260
2023 Q2	$16.7K	Hold	175	–	–	﹤0.01%	255
2023 Q1	$17.7K	Hold	175	–	–	﹤0.01%	255
2022 Q4	$18K	Hold	175	–	–	﹤0.01%	264
2022 Q3	$15K	Hold	175	–	–	﹤0.01%	268
2022 Q2	$15K	Hold	175	–	–	﹤0.01%	275
2022 Q1	$15K	Sell	175 -35	-17%	-$2.94K	﹤0.01%	278
2021 Q4	$15K	Sell	210 -952	-82%	-$72K	﹤0.01%	269
2021 Q3	$81K	Sell	1,162 -5,351	-82%	-$387K	0.01%	189
2021 Q2	$558K	Sell	6,513 -23,845	-79%	-$2.01M	0.07%	133
2021 Q1	$2.48M	Sell	30,358 -969	-3%	-$76K	0.33%	57
2020 Q4	$2.19M	Sell	31,327 -1,655	-5%	-$97.2K	0.43%	55
2020 Q3	$1.71M	Sell	32,982 -29	-0.1%	-$1.77K	0.36%	62
2020 Q2	$2.37M	Sell	33,011 -126	-0.4%	-$8.92K	0.52%	50
2020 Q1	$1.78M	Sell	33,137 -67	-0.2%	-$5.45K	0.42%	57
2019 Q4	$3.7M	Buy	33,204 +690	+2%	+$77.5K	0.72%	39
2019 Q3	$3.33M	Sell	32,514 -1,155	-3%	-$116K	0.69%	40
2019 Q2	$3.15M	Sell	33,669 -559	-2%	-$50.2K	0.68%	42
2019 Q1	$3.26M	Sell	34,228 -300	-0.9%	-$28.5K	0.76%	36
2018 Q4	$2.98M	Sell	34,528 -470	-1%	-$45.9K	0.76%	39
2018 Q3	$3.95M	Buy	34,998 +1,417	+4%	+$164K	0.83%	35
2018 Q2	$3.77M	Sell	33,581 -1,366	-4%	-$154K	0.85%	31
2018 Q1	$3.35M	Buy	34,947 +877	+3%	+$85.4K	0.78%	38
2017 Q4	$3.45M	Buy	34,070 +80	+0.2%	+$7.61K	0.8%	37
2017 Q3	$3.11M	Buy	33,990 +595	+2%	+$50.4K	0.74%	40
2017 Q2	$2.76M	Buy	33,395 +1,003	+3%	+$78.7K	0.66%	49
2017 Q1	$2.57M	Sell	32,392 -273	-0.8%	-$22K	0.63%	48
2016 Q4	$2.82M	Buy	32,665 +220	+0.7%	+$18.3K	0.7%	41
2016 Q3	$2.61M	Buy	32,445 +1,005	+3%	+$78.1K	0.66%	45
2016 Q2	$2.49M	Buy	31,440 +1,555	+5%	+$127K	0.65%	50
2016 Q1	$2.59M	Buy	29,885 +4,602	+18%	+$374K	0.69%	51
2015 Q4	$2.07M	Buy	25,283 +3,302	+15%	+$285K	0.55%	58
2015 Q3	$1.69M	Buy	21,981 +381	+2%	+$30.3K	0.48%	65
2015 Q2	$1.74M	Sell	21,600 -53	-0.2%	-$4.21K	0.47%	68
2015 Q1	$1.7M	Sell	21,653 -37	-0.2%	-$2.72K	0.46%	75
2014 Q4	$1.55M	Sell	21,690 -3,298	-13%	-$243K	0.42%	76
2014 Q3	$2.03M	Sell	24,988 -983	-4%	-$81.8K	0.56%	57
2014 Q2	$2.09M	Sell	25,971 -299	-1%	-$24.6K	0.56%	58
2014 Q1	$2.02M	Sell	26,270 -320	-1%	-$24.4K	0.57%	60
2013 Q4	$2.05M	Sell	26,590 -235	-0.9%	-$15.7K	0.59%	63
2013 Q3	$1.55M	Buy	26,825 +1,910	+8%	+$111K	0.48%	74
2013 Q2	$1.47M	Buy	+24,915	New	+$1.57M	0.47%	71

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Arrow Financial's PSX Position: Q4 2024 in Review

Arrow Financial sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 175 shares — an estimated $23K sold.

Arrow Financial first reported a position in PSX in Q2 2013 and held it in 46 quarters. The position peaked at $3.95M in Q3 2018. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

Arrow Financial reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
Arrow Financial sold 175 Phillips 66 shares in Q4 2024, an estimated $23K.
Arrow Financial first reported a position in Phillips 66 in Q2 2013 and held it in 46 quarters.
Arrow Financial's Phillips 66 position peaked at $3.95M in Q3 2018.
1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

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