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First Foundation Advisors’s Phillips 66 PSX Stock Holding History

First Foundation 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
Q4 		– Sell
-2,718
Closed -$357K – 358
2024
Q3 		$357K Sell
2,718
-1,675
-38% -$226K 0.01% 263
2024
Q2 		$620K Sell
4,393
-393
-8% -$58.2K 0.02% 205
2024
Q1 		$782K Buy
4,786
+372
+8% +$53.6K 0.03% 190
2023
Q4 		$588K Sell
4,414
-890
-17% -$106K 0.03% 213
2023
Q3 		$637K Buy
5,304
+571
+12% +$64.1K 0.03% 222
2023
Q2 		$451K Buy
4,733
+82
+2% +$7.97K 0.02% 260
2023
Q1 		$472K Sell
4,651
-5,742
-55% -$584K 0.02% 240
2022
Q4 		$1.08M Buy
10,393
+512
+5% +$52.4K 0.05% 172
2022
Q3 		$798K Buy
+9,881
New +$842K 0.04% 188
2022
Q2 		– Sell
-2,544
Closed -$220K – 443
2022
Q1 		$220K Buy
+2,544
New +$214K 0.01% 382
2020
Q1 		– Sell
-5,663
Closed -$631K – 364
2019
Q4 		$631K Sell
5,663
-811
-13% -$91.1K 0.03% 218
2019
Q3 		$663K Buy
6,474
+948
+17% +$95K 0.04% 202
2019
Q2 		$517K Buy
5,526
+431
+8% +$38.7K 0.03% 225
2019
Q1 		$485K Sell
5,095
-262
-5% -$24.9K 0.03% 222
2018
Q4 		$462K Buy
5,357
+112
+2% +$10.9K 0.03% 269
2018
Q3 		$591K Buy
5,245
+663
+14% +$76.6K 0.03% 215
2018
Q2 		$515K Buy
4,582
+350
+8% +$39.3K 0.03% 208
2018
Q1 		$406K Buy
4,232
+52
+1% +$5.06K 0.02% 231
2017
Q4 		$423K Sell
4,180
-150
-3% -$14.3K 0.02% 240
2017
Q3 		$397K Sell
4,330
-82
-2% -$6.95K 0.02% 222
2017
Q2 		$365K Sell
4,412
-1,295
-23% -$102K 0.02% 234
2017
Q1 		$452K Buy
+5,707
New +$460K 0.03% 221
2016
Q2 		– Sell
-2,828
Closed -$245K – 306
2016
Q1 		$245K Buy
+2,828
New +$230K 0.02% 257

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

First Foundation Advisors's PSX Position: Q4 2024 in Review

First Foundation Advisors sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 2,718 shares — an estimated $357K sold.

First Foundation Advisors first reported a position in PSX in Q1 2016 and held it in 23 quarters. The position peaked at $1.08M in Q4 2022. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • First Foundation Advisors reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • First Foundation Advisors sold 2,718 Phillips 66 shares in Q4 2024, an estimated $357K.
  • First Foundation Advisors first reported a position in Phillips 66 in Q1 2016 and held it in 23 quarters.
  • First Foundation Advisors's Phillips 66 position peaked at $1.08M in Q4 2022.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on First Foundation Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.