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Bison Wealth’s Phillips 66 PSX Stock Holding History

Bison Wealth’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 		$288K Sell
2,531
-5,013
-66% -$638K 0.06% 236
2024
Q3 		$992K Sell
7,544
-335
-4% -$45.2K 0.16% 137
2024
Q2 		$1.29M Hold
7,879
– – 0.21% 119
2024
Q1 		$1.29M Sell
7,879
-313
-4% -$45.1K 0.21% 119
2023
Q4 		$1.09M Buy
8,192
+2,050
+33% +$245K 0.19% 123
2023
Q3 		$738K Buy
6,142
+3,241
+112% +$364K 0.14% 155
2023
Q2 		$277K Buy
+2,901
New +$282K 0.05% 305
2020
Q1 		– Sell
-2,869
Closed -$320K – 384
2019
Q4 		$320K Sell
2,869
-24
-0.8% -$2.7K 0.15% 164
2019
Q3 		$296K Sell
2,893
-269
-9% -$27K 0.16% 160
2019
Q2 		$296K Sell
3,162
-291
-8% -$26.1K 0.17% 157
2019
Q1 		$329K Buy
3,453
+37
+1% +$3.52K 0.2% 141
2018
Q4 		$294K Buy
3,416
+476
+16% +$46.5K 0.21% 140
2018
Q3 		$331K Buy
+2,940
New +$340K 0.22% 140
2016
Q2 		– Sell
-2,685
Closed -$232K – 201
2016
Q1 		$232K Sell
2,685
-4,120
-61% -$335K 0.15% 159
2015
Q4 		$557K Buy
6,805
+173
+3% +$14.9K 0.32% 98
2015
Q3 		$510K Sell
6,632
-1,063
-14% -$84.5K 0.34% 99
2015
Q2 		$620K Sell
7,695
-616
-7% -$49K 0.36% 92
2015
Q1 		$653K Buy
8,311
+358
+5% +$26.3K 0.4% 84
2014
Q4 		$570K Buy
+7,953
New +$587K 0.43% 79

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bison Wealth's PSX Position: Q4 2024 in Review

Bison Wealth reduced its Phillips 66 (PSX) stake by 66% in Q4 2024, selling an estimated $638K and leaving 2,531 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #236.

Bison Wealth first reported a position in PSX in Q4 2014 and has held it in 19 quarters since. The position peaked at $1.29M in Q2 2024. 1,781 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Bison Wealth held 2,531 shares of Phillips 66 worth $288K as of Q4 2024.
  • Bison Wealth sold 5,013 Phillips 66 shares in Q4 2024, an estimated $638K.
  • Phillips 66 made up 0.06% of Bison Wealth's portfolio in Q4 2024, its #236 holding.
  • Bison Wealth first reported a position in Phillips 66 in Q4 2014 and has held it in 19 quarters since.
  • Bison Wealth's Phillips 66 position peaked at $1.29M in Q2 2024.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.