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Buck Wealth Strategies’s Phillips 66 PSX Stock Holding History

Buck Wealth Strategies’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
-43,685
Closed -$5.74M – 80
2024
Q3 		$5.74M Sell
43,685
-4,678
-10% -$632K 1.81% 34
2024
Q2 		$6.83M Buy
+48,363
New +$7.16M 2.02% 28

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 $1.6B AUM 20.7% 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

Buck Wealth Strategies's PSX Position: Q4 2024 in Review

Buck Wealth Strategies sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 43,685 shares — an estimated $5.74M sold.

Buck Wealth Strategies first reported a position in PSX in Q2 2024 and held it in 2 quarters. The position peaked at $6.83M in Q2 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Buck Wealth Strategies reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Buck Wealth Strategies sold 43,685 Phillips 66 shares in Q4 2024, an estimated $5.74M.
  • Buck Wealth Strategies first reported a position in Phillips 66 in Q2 2024 and held it in 2 quarters.
  • Buck Wealth Strategies's Phillips 66 position peaked at $6.83M in Q2 2024.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Buck Wealth Strategies's 13F filing for Q4 2024, filed 27 Jan 2025.