BSW
PSX icon

Buckingham Strategic Wealth’s Phillips 66 PSX Stock Holding History

Buckingham Strategic 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
Q2 		$1.66M Buy
11,751
+91
+0.8% +$13.5K 0.02% 260
2024
Q1 		$1.9M Buy
11,660
+1,028
+10% +$148K 0.02% 249
2023
Q4 		$1.42M Sell
10,632
-527
-5% -$63K 0.02% 278
2023
Q3 		$1.34M Buy
11,159
+894
+9% +$100K 0.02% 255
2023
Q2 		$979K Buy
10,265
+116
+1% +$11.3K 0.01% 304
2023
Q1 		$1.06M Hold
10,149
– – 0.02% 259
2022
Q4 		$1.06M Sell
10,149
-255
-2% -$26.1K 0.02% 260
2022
Q3 		$840K Sell
10,404
-1,461
-12% -$125K 0.02% 281
2022
Q2 		$973K Buy
11,865
+442
+4% +$40.9K 0.02% 263
2022
Q1 		$987K Buy
11,423
+663
+6% +$55.8K 0.02% 261
2021
Q4 		$780K Buy
10,760
+2,361
+28% +$178K 0.02% 289
2021
Q3 		$588K Sell
8,399
-69
-0.8% -$5K 0.01% 327
2021
Q2 		$727K Buy
8,468
+2,435
+40% +$206K 0.02% 290
2021
Q1 		$492K Sell
6,033
-407
-6% -$31.9K 0.02% 330
2020
Q4 		$450K Sell
6,440
-18,679
-74% -$1.1M 0.02% 336
2020
Q3 		$1.3M Buy
25,119
+18,536
+282% +$1.13M 0.1% 151
2020
Q2 		$473K Sell
6,583
-912
-12% -$64.6K 0.05% 223
2020
Q1 		$402K Sell
7,495
-753
-9% -$61.3K 0.04% 280
2019
Q4 		$919K Buy
8,248
+716
+10% +$80.4K 0.09% 166
2019
Q3 		$771K Sell
7,532
-402
-5% -$40.3K 0.08% 174
2019
Q2 		$742K Buy
7,934
+3,090
+64% +$277K 0.08% 183
2019
Q1 		$461K Buy
4,844
+23
+0.5% +$2.19K 0.06% 239
2018
Q4 		$415K Sell
4,821
-116
-2% -$11.3K 0.06% 212
2018
Q3 		$557K Sell
4,937
-600
-11% -$69.4K 0.09% 176
2018
Q2 		$622K Buy
5,537
+489
+10% +$55K 0.1% 158
2018
Q1 		$484K Buy
5,048
+1,050
+26% +$102K 0.09% 170
2017
Q4 		$404K Sell
3,998
-12
-0.3% -$1.14K 0.08% 190
2017
Q3 		$367K Buy
4,010
+77
+2% +$6.52K 0.09% 190
2017
Q2 		$325K Buy
3,933
+329
+9% +$25.8K 0.08% 208
2017
Q1 		$286K Buy
3,604
+187
+5% +$15.1K 0.08% 195
2016
Q4 		$295K Sell
3,417
-94
-3% -$7.82K 0.1% 169
2016
Q3 		$283K Sell
3,511
-22
-0.6% -$1.71K 0.1% 162
2016
Q2 		$280K Sell
3,533
-349
-9% -$28.5K 0.1% 165
2016
Q1 		$336K Buy
3,882
+425
+12% +$34.5K 0.11% 136
2015
Q4 		$283K Buy
3,457
+113
+3% +$9.75K 0.09% 142
2015
Q3 		$257K Buy
3,344
+730
+28% +$58K 0.09% 153
2015
Q2 		$211K Sell
2,614
-89
-3% -$7.07K 0.07% 203
2015
Q1 		$212K Buy
+2,703
New +$198K 0.08% 198
2014
Q4 		– Sell
-2,740
Closed -$223K – 214
2014
Q3 		$223K Sell
2,740
-47
-2% -$3.91K 0.09% 152
2014
Q2 		$224K Buy
+2,787
New +$230K 0.1% 152

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

Buckingham Strategic Wealth's PSX Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Phillips 66 (PSX) stake by 0.78% in Q2 2024, buying an estimated $13.5K and bringing the position to 11,751 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #260.

Buckingham Strategic Wealth first reported a position in PSX in Q2 2014 and has held it in 40 quarters since. The position peaked at $1.9M in Q1 2024. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Buckingham Strategic Wealth held 11,751 shares of Phillips 66 worth $1.66M as of Q2 2024.
  • Buckingham Strategic Wealth bought 91 Phillips 66 shares in Q2 2024, an estimated $13.5K.
  • Phillips 66 made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #260 holding.
  • Buckingham Strategic Wealth first reported a position in Phillips 66 in Q2 2014 and has held it in 40 quarters since.
  • Buckingham Strategic Wealth's Phillips 66 position peaked at $1.9M in Q1 2024.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.