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Diligent Investors’s Phillips 66 PSX Stock Holding History

Diligent Investors’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 		– Sell
-1,281
Closed -$209K – 348
2024
Q1 		$209K Buy
+1,281
New +$185K 0.05% 307
2020
Q1 		– Sell
-2,104
Closed -$234K – 203
2019
Q4 		$234K Sell
2,104
-100
-5% -$11.2K 0.11% 176
2019
Q3 		$226K Hold
2,204
– – 0.11% 186
2019
Q2 		$206K Sell
2,204
-50
-2% -$4.49K 0.1% 194
2019
Q1 		$215K Buy
+2,254
New +$214K 0.12% 178
2018
Q4 		– Sell
-2,479
Closed -$279K – 199
2018
Q3 		$279K Sell
2,479
-150
-6% -$17.3K 0.15% 150
2018
Q2 		$295K Sell
2,629
-50
-2% -$5.62K 0.18% 141
2018
Q1 		$257K Hold
2,679
– – 0.15% 152
2017
Q4 		$271K Hold
2,679
– – 0.17% 155
2017
Q3 		$245K Sell
2,679
-50
-2% -$4.24K 0.18% 143
2017
Q2 		$226K Buy
+2,729
New +$214K 0.16% 153
2016
Q4 		– Sell
-2,739
Closed -$221K – 174
2016
Q3 		$221K Hold
2,739
– – 0.18% 143
2016
Q2 		$217K Buy
2,739
+144
+6% +$11.8K 0.21% 134
2016
Q1 		$225K Sell
2,595
-300
-10% -$24.4K 0.25% 119
2015
Q4 		$237K Hold
2,895
– – 0.27% 112
2015
Q3 		$239K Sell
2,895
-300
-9% -$23.8K 0.26% 118
2015
Q2 		$269K Sell
3,195
-20
-0.6% -$1.59K 0.28% 110
2015
Q1 		$262K Hold
3,215
– – 0.27% 114
2014
Q4 		$245K Buy
+3,215
New +$237K 0.25% 116

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

Diligent Investors's PSX Position: Q2 2024 in Review

Diligent Investors sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 1,281 shares — an estimated $209K sold.

Diligent Investors first reported a position in PSX in Q4 2014 and held it in 19 quarters. The position peaked at $295K in Q2 2018. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Diligent Investors reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Diligent Investors sold 1,281 Phillips 66 shares in Q2 2024, an estimated $209K.
  • Diligent Investors first reported a position in Phillips 66 in Q4 2014 and held it in 19 quarters.
  • Diligent Investors's Phillips 66 position peaked at $295K in Q2 2018.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Diligent Investors's 13F filing for Q2 2024, filed 15 Jul 2024.