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Freedom Investment Management’s Phillips 66 PSX Stock Holding History

Freedom Investment 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
-2,635
Closed -$372K – 812
2024
Q2 		$372K Sell
2,635
-399
-13% -$59.1K 0.03% 507
2024
Q1 		$496K Sell
3,034
-983
-24% -$142K 0.04% 437
2023
Q4 		$535K Sell
4,017
-40
-1% -$4.78K 0.04% 416
2023
Q3 		$487K Sell
4,057
-2,751
-40% -$309K 0.06% 368
2023
Q2 		$649K Sell
6,808
-219
-3% -$21.3K 0.07% 334
2023
Q1 		$712K Buy
7,027
+3,227
+85% +$328K 0.08% 315
2022
Q4 		$395K Sell
3,800
-265
-7% -$27.1K 0.04% 495
2022
Q3 		$328K Sell
4,065
-741
-15% -$63.2K 0.04% 549
2022
Q2 		$394K Sell
4,806
-2,465
-34% -$228K 0.04% 524
2022
Q1 		$628K Buy
+7,271
New +$612K 0.06% 410
2020
Q1 		– Sell
-1,954
Closed -$218K – 710
2019
Q4 		$218K Buy
+1,954
New +$220K 0.02% 601
2019
Q3 		– Sell
-3,723
Closed -$348K – 730
2019
Q2 		$348K Sell
3,723
-72
-2% -$6.46K 0.03% 470
2019
Q1 		$361K Sell
3,795
-10,020
-73% -$952K 0.03% 466
2018
Q4 		$1.19M Buy
13,815
+1,410
+11% +$138K 0.09% 230
2018
Q3 		$1.48M Sell
12,405
-3,711
-23% -$429K 0.09% 213
2018
Q2 		$1.81M Buy
+16,116
New +$1.81M 0.11% 184
2016
Q2 		– Sell
-8,638
Closed -$748K – 887
2016
Q1 		$748K Buy
8,638
+2,678
+45% +$218K 0.05% 282
2015
Q4 		$488K Buy
5,960
+146
+3% +$12.6K 0.04% 414
2015
Q3 		$548K Buy
+5,814
New +$462K 0.06% 297

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

Freedom Investment Management's PSX Position: Q3 2024 in Review

Freedom Investment Management sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 2,635 shares — an estimated $372K sold.

Freedom Investment Management first reported a position in PSX in Q3 2015 and held it in 19 quarters. The position peaked at $1.81M in Q2 2018. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Freedom Investment Management reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 2,635 Phillips 66 shares in Q3 2024, an estimated $372K.
  • Freedom Investment Management first reported a position in Phillips 66 in Q3 2015 and held it in 19 quarters.
  • Freedom Investment Management's Phillips 66 position peaked at $1.81M in Q2 2018.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.