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Contravisory Investment Management’s Phillips 66 PSX Stock Holding History

Contravisory Investment 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 		– Sell
-1,906
Closed -$251K – 423
2024
Q3 		$251K Hold
1,906
– – 0.05% 195
2024
Q2 		$269K Buy
1,906
+242
+15% +$35.8K 0.06% 181
2024
Q1 		$272K Sell
1,664
-37
-2% -$5.33K 0.06% 179
2023
Q4 		$226K Buy
1,701
+75
+5% +$8.96K 0.06% 194
2023
Q3 		$195K Hold
1,626
– – 0.06% 196
2023
Q2 		$155K Buy
+1,626
New +$158K 0.04% 209
2019
Q1 		– Sell
-245
Closed -$21K – 337
2018
Q4 		$21K Buy
245
+96
+64% +$9.38K 0.01% 233
2018
Q3 		$17K Hold
149
– – 0.01% 219
2018
Q2 		$17K Hold
149
– – 0.01% 249
2018
Q1 		$14K Hold
149
– – 0.01% 257
2017
Q4 		$15K Buy
+149
New +$14.2K 0.01% 253
2016
Q3 		– Sell
-24
Closed -$2K – 317
2016
Q2 		$2K Hold
24
– – ﹤0.01% 188
2016
Q1 		$2K Hold
24
– – ﹤0.01% 178
2015
Q4 		$2K Buy
+24
New +$2.07K ﹤0.01% 185
2014
Q3 		– Sell
-82
Closed -$7K – 168
2014
Q2 		$7K Hold
82
– – ﹤0.01% 123
2014
Q1 		$6K Buy
+82
New +$6.24K ﹤0.01% 139

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

Contravisory Investment Management's PSX Position: Q4 2024 in Review

Contravisory Investment Management sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 1,906 shares — an estimated $251K sold.

Contravisory Investment Management first reported a position in PSX in Q1 2014 and held it in 16 quarters. The position peaked at $272K in Q1 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Contravisory Investment Management reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 1,906 Phillips 66 shares in Q4 2024, an estimated $251K.
  • Contravisory Investment Management first reported a position in Phillips 66 in Q1 2014 and held it in 16 quarters.
  • Contravisory Investment Management's Phillips 66 position peaked at $272K in Q1 2024.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Contravisory Investment Management's 13F filing for Q4 2024, filed 14 Jan 2025.