Baldwin Wealth Partners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,223
| Closed | -$253K | – | 242 |
|
|
2024
Q4 | $253K | Sell |
2,223
-2,983
| -57% | -$379K | 0.02% | 204 |
|
|
2024
Q3 | $684K | Buy |
5,206
+3,288
| +171% | +$444K | 0.05% | 156 |
|
|
2024
Q2 | $271K | Hold |
1,918
| – | – | 0.02% | 173 |
|
|
2024
Q1 | $313K | Sell |
1,918
-138
| -7% | -$19.9K | 0.02% | 181 |
|
|
2023
Q4 | $274K | Sell |
2,056
-87
| -4% | -$10.4K | 0.02% | 187 |
|
|
2023
Q3 | $257K | Hold |
2,143
| – | – | 0.02% | 202 |
|
|
2023
Q2 | $204K | Hold |
2,143
| – | – | 0.02% | 235 |
|
|
2023
Q1 | $217K | Hold |
2,143
| – | – | 0.02% | 233 |
|
|
2022
Q4 | $223K | Buy |
2,143
+2,005
| +1,453% | +$205K | 0.02% | 223 |
|
|
2022
Q3 | $11K | Hold |
138
| – | – | ﹤0.01% | 511 |
|
|
2022
Q2 | $11K | Hold |
138
| – | – | ﹤0.01% | 527 |
|
|
2022
Q1 | $12K | Hold |
138
| – | – | ﹤0.01% | 525 |
|
|
2021
Q4 | $10K | Hold |
138
| – | – | ﹤0.01% | 508 |
|
|
2021
Q3 | $10K | Hold |
138
| – | – | ﹤0.01% | 525 |
|
|
2021
Q2 | $12K | Hold |
138
| – | – | ﹤0.01% | 521 |
|
|
2021
Q1 | $11K | Buy |
+138
| New | +$10.8K | ﹤0.01% | 505 |
|
|
2019
Q2 | – | Sell |
-142
| Closed | -$14K | – | 522 |
|
|
2019
Q1 | $14K | Sell |
142
-3,770
| -96% | -$358K | ﹤0.01% | 426 |
|
|
2018
Q4 | $337K | Hold |
3,912
| – | – | 0.06% | 145 |
|
|
2018
Q3 | $441K | Buy |
3,912
+142
| +4% | +$16.4K | 0.06% | 140 |
|
|
2018
Q2 | $423K | Sell |
3,770
-135
| -3% | -$15.2K | 0.07% | 138 |
|
|
2018
Q1 | $375K | Buy |
3,905
+135
| +4% | +$13.1K | 0.06% | 145 |
|
|
2017
Q4 | $381K | Hold |
3,770
| – | – | 0.06% | 147 |
|
|
2017
Q3 | $345K | Sell |
3,770
-119
| -3% | -$10.1K | 0.06% | 154 |
|
|
2017
Q2 | $322K | Sell |
3,889
-250
| -6% | -$19.6K | 0.05% | 162 |
|
|
2017
Q1 | $328K | Hold |
4,139
| – | – | 0.05% | 158 |
|
|
2016
Q4 | $358K | Hold |
4,139
| – | – | 0.06% | 143 |
|
|
2016
Q3 | $333K | Sell |
4,139
-2,015
| -33% | -$157K | 0.06% | 146 |
|
|
2016
Q2 | $488K | Buy |
6,154
+361
| +6% | +$29.5K | 0.1% | 115 |
|
|
2016
Q1 | $502K | Buy |
5,793
+285
| +5% | +$23.2K | 0.09% | 146 |
|
|
2015
Q4 | $451K | Buy |
5,508
+1,388
| +34% | +$120K | 0.07% | 164 |
|
|
2015
Q3 | $317K | Hold |
4,120
| – | – | 0.05% | 187 |
|
|
2015
Q2 | $332K | Hold |
4,120
| – | – | 0.05% | 197 |
|
|
2015
Q1 | $324K | Sell |
4,120
-154
| -4% | -$11.3K | 0.05% | 192 |
|
|
2014
Q4 | $306K | Hold |
4,274
| – | – | 0.04% | 199 |
|
|
2014
Q3 | $348K | Hold |
4,274
| – | – | 0.05% | 200 |
|
|
2014
Q2 | $344K | Sell |
4,274
-329
| -7% | -$27.1K | 0.05% | 189 |
|
|
2014
Q1 | $355K | Hold |
4,603
| – | – | 0.06% | 191 |
|
|
2013
Q4 | $355K | Sell |
4,603
-344
| -7% | -$22.9K | 0.06% | 186 |
|
|
2013
Q3 | $286K | Sell |
4,947
-582
| -11% | -$33.7K | 0.05% | 192 |
|
|
2013
Q2 | $326K | Buy |
+5,529
| New | +$347K | 0.06% | 174 |
|
Other funds holding PSX
EIM
Baldwin Wealth Partners's PSX Position: Q1 2025 in Review
Baldwin Wealth Partners sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 2,223 shares — an estimated $253K sold.
Baldwin Wealth Partners first reported a position in PSX in Q2 2013 and held it in 40 quarters. The position peaked at $684K in Q3 2024. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.
- Baldwin Wealth Partners reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
- Baldwin Wealth Partners sold 2,223 Phillips 66 shares in Q1 2025, an estimated $253K.
- Baldwin Wealth Partners first reported a position in Phillips 66 in Q2 2013 and held it in 40 quarters.
- Baldwin Wealth Partners's Phillips 66 position peaked at $684K in Q3 2024.
- 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.
Based on Baldwin Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.