Focused Wealth Management’s Phillips 66 PSX Stock Holding History

Focused Wealth Management’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	–	Sell	-2,200	Closed	-$311K	–	279
2024 Q2	$311K	Buy	+2,200	New	+$326K	0.04%	138

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focused Wealth Management's PSX Position: Q3 2024 in Review

Focused Wealth Management sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 121 shares — an estimated $17K sold.

Focused Wealth Management first reported a position in PSX in Q3 2013 and held it in 43 quarters. The position peaked at $291K in Q3 2018. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

Focused Wealth Management reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
Focused Wealth Management sold 121 Phillips 66 shares in Q3 2024, an estimated $17K.
Focused Wealth Management first reported a position in Phillips 66 in Q3 2013 and held it in 43 quarters.
Focused Wealth Management's Phillips 66 position peaked at $291K in Q3 2018.
1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Focused Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.