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Financial Synergies Wealth Advisors’s Phillips 66 PSX Stock Holding History

Financial Synergies Wealth 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
-55
Closed -$8.98K – 364
2024
Q1 		$8.98K Sell
55
-323
-85% -$46.5K ﹤0.01% 254
2023
Q4 		$39.3K Buy
378
+323
+587% +$38.6K 0.01% 102
2023
Q3 		$6.61K Buy
55
+27
+96% +$3.03K ﹤0.01% 255
2023
Q2 		$2.67K Sell
28
-350
-93% -$34K ﹤0.01% 284
2023
Q1 		$38.3K Hold
378
– – 0.01% 126
2022
Q4 		$39.3K Hold
378
– – 0.01% 102
2022
Q3 		$30.5K Buy
378
+350
+1,250% +$29.8K 0.01% 111
2022
Q2 		$2.3K Sell
28
-5,475
-99% -$507K ﹤0.01% 226
2022
Q1 		$475K Buy
5,503
+354
+7% +$29.8K 0.07% 47
2021
Q4 		$373K Buy
5,149
+5
+0.1% +$378 0.05% 53
2021
Q3 		$360K Buy
5,144
+5
+0.1% +$362 0.05% 53
2021
Q2 		$441K Buy
5,139
+32
+0.6% +$2.7K 0.06% 46
2021
Q1 		$416K Buy
5,107
+5
+0.1% +$392 0.06% 44
2020
Q4 		$357K Buy
5,102
+5
+0.1% +$294 0.06% 46
2020
Q3 		$264K Buy
5,097
+384
+8% +$23.4K 0.07% 55
2020
Q2 		$339K Sell
4,713
-210
-4% -$14.9K 0.11% 41
2020
Q1 		$264K Buy
4,923
+1,832
+59% +$149K 0.15% 28
2019
Q4 		$344K Buy
3,091
+24
+0.8% +$2.7K 0.15% 23
2019
Q3 		$314K Buy
3,067
+439
+17% +$44K 0.15% 22
2019
Q2 		$246K Buy
2,628
+194
+8% +$17.4K 0.12% 26
2019
Q1 		$232K Buy
+2,434
New +$231K 0.12% 26

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
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
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

Financial Synergies Wealth Advisors's PSX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 55 shares — an estimated $8.98K sold.

Financial Synergies Wealth Advisors first reported a position in PSX in Q1 2019 and held it in 21 quarters. The position peaked at $475K in Q1 2022. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 55 Phillips 66 shares in Q2 2024, an estimated $8.98K.
  • Financial Synergies Wealth Advisors first reported a position in Phillips 66 in Q1 2019 and held it in 21 quarters.
  • Financial Synergies Wealth Advisors's Phillips 66 position peaked at $475K in Q1 2022.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.