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Edge Capital Group’s Phillips 66 PSX Stock Holding History

Edge Capital Group’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 		$860K Hold
7,548
– – 0.04% 175
2024
Q3 		$992K Sell
7,548
-57
-0.7% -$7.7K 0.04% 164
2024
Q2 		$1.07M Hold
7,605
– – 0.05% 160
2024
Q1 		$1.24M Hold
7,605
– – 0.06% 151
2023
Q4 		$1.01M Buy
7,605
+167
+2% +$20K 0.06% 162
2023
Q3 		$894K Hold
7,438
– – 0.06% 158
2023
Q2 		$709K Sell
7,438
-2,005
-21% -$195K 0.04% 193
2023
Q1 		$957K Buy
9,443
+82
+0.9% +$8.34K 0.06% 171
2022
Q4 		$974K Buy
9,361
+917
+11% +$93.8K 0.07% 142
2022
Q3 		$682K Buy
8,444
+44
+0.5% +$3.75K 0.06% 163
2022
Q2 		$689K Sell
8,400
-12
-0.1% -$1.11K 0.06% 163
2022
Q1 		$727K Buy
8,412
+12
+0.1% +$1.01K 0.05% 171
2021
Q4 		$609K Hold
8,400
– – 0.04% 179
2021
Q3 		$588K Hold
8,400
– – 0.05% 167
2021
Q2 		$721K Sell
8,400
-525
-6% -$44.3K 0.06% 159
2021
Q1 		$728K Sell
8,925
-50
-0.6% -$3.92K 0.06% 151
2020
Q4 		$628K Sell
8,975
-69
-0.8% -$4.05K 0.05% 156
2020
Q3 		$469K Buy
9,044
+389
+4% +$23.7K 0.05% 165
2020
Q2 		$622K Buy
8,655
+130
+2% +$9.2K 0.07% 139
2020
Q1 		$457K Sell
8,525
-337
-4% -$27.4K 0.05% 150
2019
Q4 		$987K Buy
8,862
+315
+4% +$35.4K 0.1% 128
2019
Q3 		$875K Sell
8,547
-753
-8% -$75.5K 0.09% 129
2019
Q2 		$870K Buy
9,300
+133
+1% +$11.9K 0.08% 137
2019
Q1 		$872K Buy
9,167
+345
+4% +$32.8K 0.09% 131
2018
Q4 		$760K Buy
+8,822
New +$862K 0.08% 129

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

Edge Capital Group's PSX Position: Q4 2024 in Review

Edge Capital Group held its Phillips 66 (PSX) position steady in Q4 2024 at 7,548 shares worth $860K. The position accounts for 0.04% of the portfolio, ranked #175.

Edge Capital Group first reported a position in PSX in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.24M in Q1 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Edge Capital Group held 7,548 shares of Phillips 66 worth $860K as of Q4 2024.
  • Edge Capital Group left its Phillips 66 share count unchanged in Q4 2024.
  • Phillips 66 made up 0.04% of Edge Capital Group's portfolio in Q4 2024, its #175 holding.
  • Edge Capital Group first reported a position in Phillips 66 in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Phillips 66 position peaked at $1.24M in Q1 2024.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.