Beach Investment Counsel’s Phillips 66 PSX Stock Holding History

Beach Investment Counsel’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	-1,660	Closed	-$218K	–	192
2024 Q3	$218K	Hold	1,660	–	–	0.03%	128
2024 Q2	$234K	Hold	1,660	–	–	0.03%	124
2024 Q1	$221K	Hold	1,660	–	–	0.03%	138
2023 Q4	$221K	Sell	1,660 -850	-34%	-$102K	0.03%	137
2023 Q3	$302K	Buy	+2,510	New	+$282K	0.04%	141
2023 Q2	–	Sell	-2,160	Closed	-$219K	–	162
2023 Q1	$219K	Sell	2,160 -300	-12%	-$30.5K	0.03%	140
2022 Q4	$256K	Buy	+2,460	New	+$252K	0.03%	139
2022 Q3	–	Sell	-2,460	Closed	-$202K	–	152
2022 Q2	$202K	Hold	2,460	–	–	0.03%	152
2022 Q1	$213K	Buy	+2,460	New	+$207K	0.02%	158
2021 Q3	–	Sell	-2,460	Closed	-$211K	–	177
2021 Q2	$211K	Sell	2,460 -100	-4%	-$8.44K	0.02%	170
2021 Q1	$209K	Buy	+2,560	New	+$201K	0.02%	157
2020 Q3	–	Sell	-2,811	Closed	-$202K	–	146
2020 Q2	$202K	Sell	2,811 -14,707	-84%	-$1.04M	0.03%	136
2020 Q1	$940K	Hold	17,518	–	–	0.16%	78
2019 Q4	$1.95M	Sell	17,518 -620	-3%	-$69.7K	0.22%	74
2019 Q3	$1.86M	Hold	18,138	–	–	0.21%	73
2019 Q2	$1.7M	Hold	18,138	–	–	0.2%	77
2019 Q1	$1.73M	Sell	18,138 -64	-0.4%	-$6.08K	0.19%	77
2018 Q4	$1.74M	Hold	18,202	–	–	0.21%	72
2018 Q3	$2.05M	Hold	18,202	–	–	0.2%	79
2018 Q2	$2.04M	Hold	18,202	–	–	0.21%	79
2018 Q1	$1.75M	Sell	18,202 -2,278	-11%	-$222K	0.18%	83
2017 Q4	$2.07M	Hold	20,480	–	–	0.2%	79
2017 Q3	$1.88M	Hold	20,480	–	–	0.2%	77
2017 Q2	$1.69M	Hold	20,480	–	–	0.17%	74
2017 Q1	$1.62M	Hold	20,480	–	–	0.17%	77
2016 Q4	$1.77M	Sell	20,480 -120	-0.6%	-$9.98K	0.2%	77
2016 Q3	$1.66M	Sell	20,600 -1	-0%	-$78	0.19%	75
2016 Q2	$1.63M	Hold	20,601	–	–	0.19%	73
2016 Q1	$1.78M	Hold	20,601	–	–	0.2%	75
2015 Q4	$1.69M	Hold	20,601	–	–	0.19%	81
2015 Q3	$1.58M	Hold	20,601	–	–	0.19%	78
2015 Q2	$1.66M	Hold	20,601	–	–	0.16%	88
2015 Q1	$1.62M	Hold	20,601	–	–	0.15%	85
2014 Q4	$1.48M	Buy	20,601 +1	+0%	+$74	0.12%	87
2014 Q3	$1.68M	Hold	20,600	–	–	0.16%	84
2014 Q2	$1.66M	Buy	20,600 +114	+0.6%	+$9.39K	0.15%	89
2014 Q1	$1.58M	Sell	20,486 -1,939	-9%	-$148K	0.14%	82
2013 Q4	$1.73M	Sell	22,425 -7,070	-24%	-$472K	0.16%	82
2013 Q3	$1.71M	Hold	29,495	–	–	0.18%	77
2013 Q2	$1.74M	Buy	+29,495	New	+$1.85M	0.19%	72

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

Beach Investment Counsel's PSX Position: Q4 2024 in Review

Beach Investment Counsel sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 1,660 shares — an estimated $218K sold.

Beach Investment Counsel first reported a position in PSX in Q2 2013 and held it in 40 quarters. The position peaked at $2.07M in Q4 2017. 1,781 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

Beach Investment Counsel reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
Beach Investment Counsel sold 1,660 Phillips 66 shares in Q4 2024, an estimated $218K.
Beach Investment Counsel first reported a position in Phillips 66 in Q2 2013 and held it in 40 quarters.
Beach Investment Counsel's Phillips 66 position peaked at $2.07M in Q4 2017.
1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.