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First Trust Direct Indexing’s Phillips 66 PSX Stock Holding History

First Trust Direct Indexing’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
-14,903
Closed -$1.96M – 689
2024
Q3 		$1.96M Sell
14,903
-398
-3% -$53.7K 0.11% 202
2024
Q2 		$2.16M Buy
15,301
+1,375
+10% +$204K 0.13% 149
2024
Q1 		$2.27M Buy
13,926
+899
+7% +$130K 0.17% 122
2023
Q4 		$1.73M Buy
13,027
+1,768
+16% +$211K 0.16% 145
2023
Q3 		$1.35M Buy
11,259
+44
+0.4% +$4.94K 0.15% 153
2023
Q2 		$1.07M Sell
11,215
-485
-4% -$47.1K 0.12% 198
2023
Q1 		$1.19M Buy
11,700
+2,102
+22% +$214K 0.14% 170
2022
Q4 		$999K Sell
9,598
-1,402
-13% -$143K 0.13% 200
2022
Q3 		$888K Sell
11,000
-158
-1% -$13.5K 0.13% 209
2022
Q2 		$915K Buy
11,158
+3,789
+51% +$351K 0.13% 212
2022
Q1 		$637K Buy
7,369
+1,385
+23% +$117K 0.08% 321
2021
Q4 		$434K Sell
5,984
-397
-6% -$30K 0.06% 387
2021
Q3 		$447K Sell
6,381
-1,463
-19% -$106K 0.06% 378
2021
Q2 		$673K Buy
7,844
+983
+14% +$83K 0.1% 260
2021
Q1 		$559K Buy
6,861
+518
+8% +$40.6K 0.15% 187
2020
Q4 		$444K Buy
+6,343
New +$372K 0.12% 211

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 Trust Direct Indexing's PSX Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 14,903 shares — an estimated $1.96M sold.

First Trust Direct Indexing first reported a position in PSX in Q4 2020 and held it in 16 quarters. The position peaked at $2.27M in Q1 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 14,903 Phillips 66 shares in Q4 2024, an estimated $1.96M.
  • First Trust Direct Indexing first reported a position in Phillips 66 in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Phillips 66 position peaked at $2.27M in Q1 2024.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.