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Estate Counselors’s Phillips 66 PSX Stock Holding History

Estate Counselors’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
-13,525
Closed -$1.78M – 115
2024
Q3 		$1.78M Buy
13,525
+910
+7% +$123K 0.18% 56
2024
Q2 		$1.78M Sell
12,615
-55
-0.4% -$8.14K 0.2% 48
2024
Q1 		$2.07M Hold
12,670
– – 0.24% 43
2023
Q4 		$1.69M Hold
12,670
– – 0.21% 63
2023
Q3 		$1.52M Sell
12,670
-50
-0.4% -$5.61K 0.2% 63
2023
Q2 		$1.21M Hold
12,720
– – 0.15% 97
2023
Q1 		$1.29M Buy
+12,720
New +$1.29M 0.17% 70
2020
Q3 		– Sell
-10,725
Closed -$771K – 137
2020
Q2 		$771K Buy
10,725
+5,085
+90% +$360K 0.12% 73
2020
Q1 		$303K Buy
+5,640
New +$459K 0.05% 114

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

Estate Counselors's PSX Position: Q4 2024 in Review

Estate Counselors sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 13,525 shares — an estimated $1.78M sold.

Estate Counselors first reported a position in PSX in Q1 2020 and held it in 9 quarters. The position peaked at $2.07M in Q1 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Estate Counselors reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Estate Counselors sold 13,525 Phillips 66 shares in Q4 2024, an estimated $1.78M.
  • Estate Counselors first reported a position in Phillips 66 in Q1 2020 and held it in 9 quarters.
  • Estate Counselors's Phillips 66 position peaked at $2.07M in Q1 2024.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Estate Counselors's 13F filing for Q4 2024, filed 14 Feb 2025.