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Destination Wealth Management’s Phillips 66 PSX Stock Holding History

Destination 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
2023
Q4 		– Sell
-1,986
Closed -$239K – 223
2023
Q3 		$239K Buy
+1,986
New +$223K 0.01% 182
2019
Q3 		– Sell
-250
Closed -$23K – 413
2019
Q2 		$23K Sell
250
-104
-29% -$9.33K ﹤0.01% 371
2019
Q1 		$34K Sell
354
-96
-21% -$9.13K ﹤0.01% 324
2018
Q4 		$39K Sell
450
-136
-23% -$13.3K ﹤0.01% 285
2018
Q3 		$66K Buy
586
+186
+47% +$21.5K ﹤0.01% 253
2018
Q2 		$45K Buy
+400
New +$45K ﹤0.01% 267
2017
Q3 		– Sell
-3,455
Closed -$286K – 155
2017
Q2 		$286K Sell
3,455
-1,945
-36% -$153K 0.02% 136
2017
Q1 		$428K Sell
5,400
-47
-0.9% -$3.79K 0.03% 117
2016
Q4 		$471K Buy
5,447
+86
+2% +$7.15K 0.03% 112
2016
Q3 		$432K Buy
5,361
+2,331
+77% +$181K 0.03% 117
2016
Q2 		$240K Buy
3,030
+472
+18% +$38.5K 0.02% 136
2016
Q1 		$209K Hold
2,558
– – 0.02% 122
2015
Q4 		$209K Buy
+2,558
New +$221K 0.02% 122
2015
Q3 		– Sell
-3,331
Closed -$268K – 201
2015
Q2 		$268K Buy
+3,331
New +$265K 0.02% 207
2014
Q4 		– Sell
-2,574
Closed -$209K – 126
2014
Q3 		$209K Buy
+2,574
New +$214K 0.02% 128

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Destination Wealth Management's PSX Position: Q4 2023 in Review

Destination Wealth Management sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 1,986 shares — an estimated $239K sold.

Destination Wealth Management first reported a position in PSX in Q3 2014 and held it in 15 quarters. The position peaked at $471K in Q4 2016. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

  • Destination Wealth Management reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
  • Destination Wealth Management sold 1,986 Phillips 66 shares in Q4 2023, an estimated $239K.
  • Destination Wealth Management first reported a position in Phillips 66 in Q3 2014 and held it in 15 quarters.
  • Destination Wealth Management's Phillips 66 position peaked at $471K in Q4 2016.
  • 1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on Destination Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.