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Baystate Wealth Management’s Phillips 66 PSX Stock Holding History

Baystate 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
2023
Q4 		$148K Buy
1,110
+546
+97% +$65.3K 0.01% 233
2023
Q3 		$67.9K Buy
564
+5
+0.9% +$561 0.01% 297
2023
Q2 		$53.4K Buy
559
+41
+8% +$3.99K ﹤0.01% 323
2023
Q1 		$52.6K Sell
518
-26
-5% -$2.64K ﹤0.01% 328
2022
Q4 		$57K Buy
544
+4
+0.7% +$409 0.01% 313
2022
Q3 		$44K Buy
540
+6
+1% +$511 ﹤0.01% 320
2022
Q2 		$44K Buy
534
+4
+0.8% +$370 ﹤0.01% 333
2022
Q1 		$46K Buy
530
+6
+1% +$505 ﹤0.01% 336
2021
Q4 		$38K Buy
524
+6
+1% +$454 ﹤0.01% 361
2021
Q3 		$36K Buy
518
+6
+1% +$434 ﹤0.01% 333
2021
Q2 		$44K Buy
512
+5
+1% +$422 ﹤0.01% 297
2021
Q1 		$41K Buy
507
+5
+1% +$392 ﹤0.01% 284
2020
Q4 		$35K Buy
502
+6
+1% +$352 ﹤0.01% 289
2020
Q3 		$26K Buy
496
+207
+72% +$12.6K ﹤0.01% 290
2020
Q2 		$21K Sell
289
-190
-40% -$13.5K ﹤0.01% 304
2020
Q1 		$26K Buy
479
+66
+16% +$5.37K ﹤0.01% 255
2019
Q4 		$46K Buy
413
+3
+0.7% +$337 0.01% 237
2019
Q3 		$42K Buy
410
+4
+1% +$401 0.01% 222
2019
Q2 		$38K Buy
406
+4
+1% +$359 0.01% 247
2019
Q1 		$38K Buy
402
+3
+0.8% +$285 0.01% 245
2018
Q4 		$38K Buy
399
+3
+0.8% +$293 0.01% 238
2018
Q3 		$45K Buy
396
+2
+0.5% +$231 0.01% 214
2018
Q2 		$44K Buy
394
+35
+10% +$3.94K 0.01% 206
2018
Q1 		$40K Sell
359
-122
-25% -$11.9K 0.01% 209
2017
Q4 		$51K Buy
481
+122
+34% +$11.6K 0.01% 200
2017
Q3 		$34K Buy
359
+200
+126% +$16.9K 0.01% 222
2017
Q2 		$13K Sell
159
-114
-42% -$8.95K ﹤0.01% 321
2017
Q1 		$21K Buy
273
+104
+62% +$8.38K ﹤0.01% 265
2016
Q4 		$15K Buy
+169
New +$14.1K ﹤0.01% 259
2013
Q3 		– Sell
-25
Closed -$1K – 185
2013
Q2 		$1K Buy
+25
New +$1.57K ﹤0.01% 284

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Baystate Wealth Management's PSX Position: Q4 2023 in Review

Baystate Wealth Management increased its Phillips 66 (PSX) stake by 97% in Q4 2023, buying an estimated $65.3K and bringing the position to 1,110 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #233.

Baystate Wealth Management first reported a position in PSX in Q2 2013 and has held it in 30 quarters since. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

  • Baystate Wealth Management held 1,110 shares of Phillips 66 worth $148K as of Q4 2023.
  • Baystate Wealth Management bought 546 Phillips 66 shares in Q4 2023, an estimated $65.3K.
  • Phillips 66 made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #233 holding.
  • Baystate Wealth Management first reported a position in Phillips 66 in Q2 2013 and has held it in 30 quarters since.
  • 1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.