Drake & Associates’s Phillips 66 PSX Stock Holding History

Drake & Associates’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	-4,406	Closed	-$579K	–	102
2024 Q3	$579K	Buy	+4,406	New	+$595K	0.19%	45

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

Drake & Associates's PSX Position: Q4 2024 in Review

Drake & Associates sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 4,406 shares — an estimated $579K sold.

Drake & Associates first reported a position in PSX in Q3 2024 and held it in 1 quarter. The position peaked at $579K in Q3 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

Drake & Associates reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
Drake & Associates sold 4,406 Phillips 66 shares in Q4 2024, an estimated $579K.
Drake & Associates first reported a position in Phillips 66 in Q3 2024 and held it in 1 quarter.
Drake & Associates's Phillips 66 position peaked at $579K in Q3 2024.
1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Drake & Associates's 13F filing for Q4 2024, filed 10 Feb 2025.