Cassady Schiller Wealth Management’s Phillips 66 PSX Stock Holding History

Cassady Schiller Wealth 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 Q4	$71.1K	Buy	624 +3	+0.5%	+$382	0.03%	179
2024 Q3	$81.6K	Hold	621	–	–	0.03%	172
2024 Q2	$87.7K	Hold	621	–	–	0.04%	159
2024 Q1	$101K	Buy	621 +258	+71%	+$37.2K	0.05%	154
2023 Q4	$48.3K	Hold	363	–	–	0.02%	206
2023 Q3	$43.6K	Hold	363	–	–	0.02%	208
2023 Q2	$34.6K	Hold	363	–	–	0.02%	229
2023 Q1	$36.8K	Sell	363 -52	-13%	-$5.29K	0.02%	225
2022 Q4	$43.2K	Buy	+415	New	+$42.4K	0.03%	207
2022 Q1	–	Sell	-100	Closed	-$7K	–	477
2021 Q4	$7K	Buy	+100	New	+$7.56K	﹤0.01%	339

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Cassady Schiller Wealth Management's PSX Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Phillips 66 (PSX) stake by 0.48% in Q4 2024, buying an estimated $382 and bringing the position to 624 shares worth $71.1K. The position accounts for 0.03% of the portfolio, ranked #179.

Cassady Schiller Wealth Management first reported a position in PSX in Q4 2021 and has held it in 10 quarters since. The position peaked at $101K in Q1 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

Cassady Schiller Wealth Management held 624 shares of Phillips 66 worth $71.1K as of Q4 2024.
Cassady Schiller Wealth Management bought 3 Phillips 66 shares in Q4 2024, an estimated $382.
Phillips 66 made up 0.03% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #179 holding.
Cassady Schiller Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Phillips 66 position peaked at $101K in Q1 2024.
1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.