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First Personal Financial Services’s Phillips 66 PSX Stock Holding History

First Personal Financial Services’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
Q3 		$263 Buy
+2
New +$270 ﹤0.01% 437
2024
Q2 		– Sell
-339
Closed -$55.4K – 371
2024
Q1 		$55.4K Hold
339
– – 0.01% 182
2023
Q4 		$45.1K Sell
339
-399
-54% -$47.7K 0.01% 209
2023
Q3 		$88.7K Buy
+738
New +$82.8K 0.02% 162
2022
Q1 		– Sell
-2
Closed – – 363
2021
Q4 		$0 Buy
+2
New +$151 ﹤0.01% 362
2020
Q1 		– Sell
-893
Closed -$99K – 465
2019
Q4 		$99K Sell
893
-341
-28% -$38.3K 0.03% 153
2019
Q3 		$126K Sell
1,234
-203
-14% -$20.3K 0.04% 160
2019
Q2 		$134K Buy
1,437
+80
+6% +$7.18K 0.04% 193
2019
Q1 		$129K Hold
1,357
– – 0.04% 185
2018
Q4 		$117K Hold
1,357
– – 0.04% 188
2018
Q3 		$153K Sell
1,357
-189
-12% -$21.8K 0.05% 180
2018
Q2 		$174K Buy
1,546
+778
+101% +$87.5K 0.06% 172
2018
Q1 		$74K Sell
768
-163
-18% -$15.9K 0.02% 356
2017
Q4 		$94K Buy
931
+530
+132% +$50.4K 0.02% 350
2017
Q3 		$37K Hold
401
– – 0.01% 479
2017
Q2 		$33K Hold
401
– – 0.01% 491
2017
Q1 		$32K Sell
401
-10
-2% -$806 0.01% 478
2016
Q4 		$36K Buy
411
+10
+2% +$831 0.01% 437
2016
Q3 		$32K Sell
401
-245
-38% -$19K 0.01% 351
2016
Q2 		$51K Buy
+646
New +$52.8K 0.02% 259
2015
Q2 		– Sell
-140
Closed -$12K – 514
2015
Q1 		$12K Buy
+140
New +$10.3K 0.01% 266

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Personal Financial Services's PSX Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Phillips 66 (PSX) in Q3 2024: 2 shares worth $263. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in PSX as recently as Q1 2024.

First Personal Financial Services first reported a position in PSX in Q1 2015 and has held it in 21 quarters since. The position peaked at $174K in Q2 2018. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • First Personal Financial Services held 2 shares of Phillips 66 worth $263 as of Q3 2024.
  • Phillips 66 was a new First Personal Financial Services position in Q3 2024.
  • Phillips 66 made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #437 holding.
  • First Personal Financial Services first reported a position in Phillips 66 in Q1 2015 and has held it in 21 quarters since.
  • First Personal Financial Services's Phillips 66 position peaked at $174K in Q2 2018.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.