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Baker Tilly Wealth Management’s Phillips 66 PSX Stock Holding History

Baker Tilly 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
Q1 		– Sell
-1,645
Closed -$219K – 454
2023
Q4 		$219K Sell
1,645
-629
-28% -$75.2K 0.04% 439
2023
Q3 		$273K Sell
2,274
-2,652
-54% -$298K 0.05% 383
2023
Q2 		$470K Sell
4,926
-180
-4% -$17.5K 0.05% 356
2023
Q1 		$518K Sell
5,106
-730
-13% -$74.2K 0.06% 326
2022
Q4 		$607K Buy
5,836
+50
+0.9% +$5.11K 0.07% 276
2022
Q3 		$467K Sell
5,786
-1,058
-15% -$90.2K 0.06% 307
2022
Q2 		$561K Buy
6,844
+380
+6% +$35.2K 0.07% 270
2022
Q1 		$558K Sell
6,464
-284
-4% -$23.9K 0.06% 319
2021
Q4 		$489K Sell
6,748
-486
-7% -$36.7K 0.05% 350
2021
Q3 		$507K Buy
7,234
+932
+15% +$67.5K 0.07% 310
2021
Q2 		$541K Buy
6,302
+181
+3% +$15.3K 0.09% 262
2021
Q1 		$499K Buy
6,121
+2,956
+93% +$232K 0.1% 242
2020
Q4 		$221K Buy
+3,165
New +$186K 0.07% 301

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Baker Tilly Wealth Management's PSX Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 1,645 shares — an estimated $219K sold.

Baker Tilly Wealth Management first reported a position in PSX in Q4 2020 and held it in 13 quarters. The position peaked at $607K in Q4 2022. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,645 Phillips 66 shares in Q1 2024, an estimated $219K.
  • Baker Tilly Wealth Management first reported a position in Phillips 66 in Q4 2020 and held it in 13 quarters.
  • Baker Tilly Wealth Management's Phillips 66 position peaked at $607K in Q4 2022.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.