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Aspiriant LLC’s Phillips 66 PSX Stock Holding History

Aspiriant LLC’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
Q2 		– Sell
-1,637
Closed -$267K – 320
2024
Q1 		$267K Buy
+1,637
New +$236K 0.01% 267
2023
Q2 		– Sell
-2,077
Closed -$211K – 290
2023
Q1 		$211K Buy
2,077
+60
+3% +$6.1K 0.01% 262
2022
Q4 		$210K Buy
+2,017
New +$206K 0.01% 255
2018
Q3 		– Sell
-2,505
Closed -$281K – 254
2018
Q2 		$281K Buy
+2,505
New +$282K 0.02% 206

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Aspiriant LLC's PSX Position: Q2 2024 in Review

Aspiriant LLC sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 1,637 shares — an estimated $267K sold.

Aspiriant LLC first reported a position in PSX in Q2 2018 and held it in 4 quarters. The position peaked at $281K in Q2 2018. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Aspiriant LLC reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Aspiriant LLC sold 1,637 Phillips 66 shares in Q2 2024, an estimated $267K.
  • Aspiriant LLC first reported a position in Phillips 66 in Q2 2018 and held it in 4 quarters.
  • Aspiriant LLC's Phillips 66 position peaked at $281K in Q2 2018.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Aspiriant LLC's 13F filing for Q2 2024, filed 15 Jul 2024.