Buckingham Capital Management (Ohio)’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.2M | Sell |
45,684
-926
| -2% | -$118K | 0.6% | 40 |
|
|
2024
Q3 | $6.13M | Sell |
46,610
-314
| -0.7% | -$42.4K | 0.7% | 38 |
|
|
2024
Q2 | $6.62M | Sell |
46,924
-2,581
| -5% | -$382K | 0.79% | 39 |
|
|
2024
Q1 | $8.09M | Sell |
49,505
-3,332
| -6% | -$480K | 0.99% | 36 |
|
|
2023
Q4 | $7.03M | Sell |
52,837
-1,101
| -2% | -$132K | 0.94% | 32 |
|
|
2023
Q3 | $6.48M | Sell |
53,938
-605
| -1% | -$67.9K | 0.99% | 33 |
|
|
2023
Q2 | $5.2M | Sell |
54,543
-2,001
| -4% | -$195K | 0.78% | 42 |
|
|
2023
Q1 | $5.73M | Sell |
56,544
-3,615
| -6% | -$368K | 0.92% | 37 |
|
|
2022
Q4 | $6.26M | Buy |
60,159
+1,160
| +2% | +$119K | 1.09% | 31 |
|
|
2022
Q3 | $4.76M | Buy |
58,999
+2,100
| +4% | +$179K | 0.92% | 38 |
|
|
2022
Q2 | $4.67M | Buy |
56,899
+934
| +2% | +$86.4K | 0.87% | 41 |
|
|
2022
Q1 | $4.83M | Sell |
55,965
-577
| -1% | -$48.5K | 0.79% | 43 |
|
|
2021
Q4 | $4.1M | Buy |
56,542
+14
| +0% | +$1.06K | 0.63% | 46 |
|
|
2021
Q3 | $3.96M | Buy |
56,528
+1,439
| +3% | +$104K | 0.65% | 44 |
|
|
2021
Q2 | $4.73M | Sell |
55,089
-335
| -0.6% | -$28.3K | 0.76% | 43 |
|
|
2021
Q1 | $4.52M | Sell |
55,424
-1,956
| -3% | -$153K | 0.76% | 42 |
|
|
2020
Q4 | $4.01M | Sell |
57,380
-3,364
| -6% | -$197K | 0.71% | 42 |
|
|
2020
Q3 | $3.15M | Sell |
60,744
-89
| -0.1% | -$5.43K | 0.63% | 46 |
|
|
2020
Q2 | $4.37M | Sell |
60,833
-1,697
| -3% | -$120K | 0.95% | 33 |
|
|
2020
Q1 | $3.35M | Buy |
62,530
+16,629
| +36% | +$1.35M | 0.84% | 36 |
|
|
2019
Q4 | $5.11M | Sell |
45,901
-307
| -0.7% | -$34.5K | 0.89% | 37 |
|
|
2019
Q3 | $4.73M | Buy |
46,208
+1,654
| +4% | +$166K | 0.88% | 37 |
|
|
2019
Q2 | $4.17M | Buy |
44,554
+5,844
| +15% | +$524K | 0.79% | 42 |
|
|
2019
Q1 | $3.68M | Buy |
38,710
+2,625
| +7% | +$250K | 0.72% | 41 |
|
|
2018
Q4 | $3.11M | Buy |
36,085
+1,338
| +4% | +$131K | 0.68% | 46 |
|
|
2018
Q3 | $3.92M | Buy |
34,747
+755
| +2% | +$87.3K | 0.77% | 36 |
|
|
2018
Q2 | $3.82M | Sell |
33,992
-1,305
| -4% | -$147K | 0.78% | 33 |
|
|
2018
Q1 | $3.39M | Sell |
35,297
-180
| -0.5% | -$17.5K | 0.71% | 38 |
|
|
2017
Q4 | $3.59M | Sell |
35,477
-364
| -1% | -$34.6K | 0.75% | 35 |
|
|
2017
Q3 | $3.28M | Buy |
35,841
+282
| +0.8% | +$23.9K | 0.73% | 37 |
|
|
2017
Q2 | $2.94M | Sell |
35,559
-4,186
| -11% | -$329K | 0.68% | 40 |
|
|
2017
Q1 | $3.15M | Buy |
39,745
+5,110
| +15% | +$412K | 0.74% | 37 |
|
|
2016
Q4 | $2.99M | Buy |
34,635
+3,189
| +10% | +$265K | 0.74% | 36 |
|
|
2016
Q3 | $2.53M | Buy |
31,446
+1,950
| +7% | +$152K | 0.65% | 40 |
|
|
2016
Q2 | $2.34M | Buy |
29,496
+4,560
| +18% | +$372K | 0.62% | 44 |
|
|
2016
Q1 | $2.16M | Buy |
24,936
+1,236
| +5% | +$100K | 0.59% | 49 |
|
|
2015
Q4 | $1.94M | Buy |
23,700
+381
| +2% | +$32.9K | 0.54% | 54 |
|
|
2015
Q3 | $1.79M | Buy |
23,319
+490
| +2% | +$38.9K | 0.53% | 54 |
|
|
2015
Q2 | $1.83M | Buy |
22,829
+231
| +1% | +$18.4K | 0.51% | 55 |
|
|
2015
Q1 | $1.78M | Buy |
22,598
+898
| +4% | +$65.9K | 0.51% | 56 |
|
|
2014
Q4 | $1.56M | Buy |
21,700
+1,580
| +8% | +$117K | 0.46% | 66 |
|
|
2014
Q3 | $1.64M | Buy |
20,120
+435
| +2% | +$36.2K | 0.51% | 59 |
|
|
2014
Q2 | $1.58M | Sell |
19,685
-198
| -1% | -$16.3K | 0.5% | 64 |
|
|
2014
Q1 | $1.53M | Buy |
19,883
+545
| +3% | +$41.5K | 0.51% | 61 |
|
|
2013
Q4 | $1.49M | Buy |
19,338
+13
| +0.1% | +$867 | 0.52% | 59 |
|
|
2013
Q3 | $1.13M | Buy |
19,325
+772
| +4% | +$44.8K | 0.46% | 67 |
|
|
2013
Q2 | $1.09M | Buy |
+18,553
| New | +$1.17M | 0.45% | 68 |
|
Other funds holding PSX
Buckingham Capital Management (Ohio)'s PSX Position: Q4 2024 in Review
Buckingham Capital Management (Ohio) reduced its Phillips 66 (PSX) stake by 2% in Q4 2024, selling an estimated $118K and leaving 45,684 shares worth $5.2M. The position accounts for 0.6% of the portfolio, ranked #40.
Buckingham Capital Management (Ohio) first reported a position in PSX in Q2 2013 and has held it in 47 quarters since. The position peaked at $8.09M in Q1 2024. 1,781 funds tracked by Wall St. Rank hold PSX as of Q4 2024.
- Buckingham Capital Management (Ohio) held 45,684 shares of Phillips 66 worth $5.2M as of Q4 2024.
- Buckingham Capital Management (Ohio) sold 926 Phillips 66 shares in Q4 2024, an estimated $118K.
- Phillips 66 made up 0.6% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #40 holding.
- Buckingham Capital Management (Ohio) first reported a position in Phillips 66 in Q2 2013 and has held it in 47 quarters since.
- Buckingham Capital Management (Ohio)'s Phillips 66 position peaked at $8.09M in Q1 2024.
- 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.
Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.