Clean Yield Group’s Phillips 66 PSX Stock Holding History

Clean Yield Group’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 Q3	–	Sell	-55	Closed	-$7.76K	–	487
2024 Q2	$7.76K	Hold	55	–	–	﹤0.01%	320
2024 Q1	$8.98K	Sell	55 -28	-34%	-$4.04K	﹤0.01%	324
2023 Q4	$11.1K	Buy	83 +28	+51%	+$3.35K	﹤0.01%	310
2023 Q3	$6.17K	Hold	55	–	–	﹤0.01%	335
2023 Q2	$5.25K	Hold	55	–	–	﹤0.01%	351
2023 Q1	$5.58K	Hold	55	–	–	﹤0.01%	356
2022 Q4	$5.72K	Buy	+55	New	+$5.63K	﹤0.01%	368
2022 Q1	–	Sell	-535	Closed	-$39K	–	496
2021 Q4	$39K	Sell	535 -81	-13%	-$6.12K	0.01%	284
2021 Q3	$43K	Buy	616 +81	+15%	+$5.86K	0.01%	269
2021 Q2	$46K	Buy	+535	New	+$45.2K	0.02%	259
2021 Q1	–	Sell	-895	Closed	-$63K	–	320
2020 Q4	$63K	Hold	895	–	–	0.02%	233
2020 Q3	$46K	Hold	895	–	–	0.02%	228
2020 Q2	$64K	Hold	895	–	–	0.03%	196
2020 Q1	$48K	Sell	895 -95	-10%	-$7.73K	0.02%	204
2019 Q4	$110K	Buy	990 +895	+942%	+$101K	0.03%	181
2019 Q3	$10K	Buy	+95	New	+$9.52K	﹤0.01%	293

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clean Yield Group's PSX Position: Q3 2024 in Review

Clean Yield Group sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 55 shares — an estimated $7.76K sold.

Clean Yield Group first reported a position in PSX in Q3 2019 and held it in 16 quarters. The position peaked at $110K in Q4 2019. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

Clean Yield Group reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
Clean Yield Group sold 55 Phillips 66 shares in Q3 2024, an estimated $7.76K.
Clean Yield Group first reported a position in Phillips 66 in Q3 2019 and held it in 16 quarters.
Clean Yield Group's Phillips 66 position peaked at $110K in Q4 2019.
1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Clean Yield Group's 13F filing for Q3 2024, filed 7 Oct 2024.