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Boston Financial Management’s Phillips 66 PSX Stock Holding History

Boston Financial 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
Q2 		– Sell
-1,233
Closed -$201K – 334
2024
Q1 		$201K Buy
+1,233
New +$178K 0.01% 327
2023
Q1 		– Sell
-2,008
Closed -$209K – 319
2022
Q4 		$209K Buy
+2,008
New +$205K 0.01% 308
2014
Q4 		– Sell
-2,670
Closed -$217K – 204
2014
Q3 		$217K Hold
2,670
– – 0.03% 196
2014
Q2 		$215K Buy
+2,670
New +$220K 0.03% 196

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
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
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

Boston Financial Management's PSX Position: Q2 2024 in Review

Boston Financial Management sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 1,233 shares — an estimated $201K sold.

Boston Financial Management first reported a position in PSX in Q2 2014 and held it in 4 quarters. The position peaked at $217K in Q3 2014. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Boston Financial Management reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Boston Financial Management sold 1,233 Phillips 66 shares in Q2 2024, an estimated $201K.
  • Boston Financial Management first reported a position in Phillips 66 in Q2 2014 and held it in 4 quarters.
  • Boston Financial Management's Phillips 66 position peaked at $217K in Q3 2014.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Boston Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.