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Eads & Heald Wealth Management’s Phillips 66 PSX Stock Holding History

Eads & Heald 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
2024
Q1 		– Sell
-1,941
Closed -$258K – 148
2023
Q4 		$258K Sell
1,941
-215
-10% -$25.7K 0.12% 130
2023
Q3 		$259K Sell
2,156
-195
-8% -$21.9K 0.14% 127
2023
Q2 		$224K Buy
+2,351
New +$229K 0.11% 137
2023
Q1 		– Sell
-1,931
Closed -$201K – 149
2022
Q4 		$201K Buy
+1,931
New +$198K 0.1% 144

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Eads & Heald Wealth Management's PSX Position: Q1 2024 in Review

Eads & Heald Wealth Management sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 1,941 shares — an estimated $258K sold.

Eads & Heald Wealth Management first reported a position in PSX in Q4 2022 and held it in 4 quarters. The position peaked at $259K in Q3 2023. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Eads & Heald Wealth Management reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 1,941 Phillips 66 shares in Q1 2024, an estimated $258K.
  • Eads & Heald Wealth Management first reported a position in Phillips 66 in Q4 2022 and held it in 4 quarters.
  • Eads & Heald Wealth Management's Phillips 66 position peaked at $259K in Q3 2023.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.