Edmonds Duncan Registered Investment Advisors’s Phillips 66 PSX Stock Holding History

Edmonds Duncan Registered Investment Advisors’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	-1,330	Closed	-$217K	–	138
2024 Q1	$217K	Buy	+1,330	New	+$192K	0.05%	122
2023 Q2	–	Sell	-2,030	Closed	-$206K	–	145
2023 Q1	$206K	Hold	2,030	–	–	0.06%	128
2022 Q4	$211K	Buy	+2,030	New	+$208K	0.07%	121
2020 Q1	–	Sell	-2,933	Closed	-$327K	–	123
2019 Q4	$327K	Hold	2,933	–	–	0.13%	89
2019 Q3	$300K	Hold	2,933	–	–	0.13%	87
2019 Q2	$276K	Hold	2,933	–	–	0.11%	97
2019 Q1	$279K	Hold	2,933	–	–	0.12%	96
2018 Q4	$253K	Hold	2,933	–	–	0.12%	99
2018 Q3	$331K	Hold	2,933	–	–	0.14%	88
2018 Q2	$329K	Hold	2,933	–	–	0.14%	86
2018 Q1	$281K	Hold	2,933	–	–	0.13%	90
2017 Q4	$296K	Hold	2,933	–	–	0.13%	87
2017 Q3	$277K	Hold	2,933	–	–	0.13%	90
2017 Q2	$243K	Sell	2,933 -138	-4%	-$10.8K	0.14%	85
2017 Q1	$240K	Sell	3,071 -395	-11%	-$31.8K	0.13%	84
2016 Q4	$299K	Hold	3,466	–	–	0.17%	76
2016 Q3	$274K	Hold	3,466	–	–	0.17%	90
2016 Q2	$269K	Hold	3,466	–	–	0.16%	83
2016 Q1	$300K	Hold	3,466	–	–	0.2%	81
2015 Q4	$284K	Buy	+3,466	New	+$299K	0.2%	80

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's PSX Position: Q2 2024 in Review

Edmonds Duncan Registered Investment Advisors sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 1,330 shares — an estimated $217K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in PSX in Q4 2015 and held it in 20 quarters. The position peaked at $331K in Q3 2018. 1,782 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

Edmonds Duncan Registered Investment Advisors reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 1,330 Phillips 66 shares in Q2 2024, an estimated $217K.
Edmonds Duncan Registered Investment Advisors first reported a position in Phillips 66 in Q4 2015 and held it in 20 quarters.
Edmonds Duncan Registered Investment Advisors's Phillips 66 position peaked at $331K in Q3 2018.
1,782 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.