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Geller Advisors’s Phillips 66 PSX Stock Holding History

Geller 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
Q3 		– Sell
-2,961
Closed -$418K – 279
2024
Q2 		$418K Sell
2,961
-20
-0.7% -$2.96K 0.03% 162
2024
Q1 		$487K Buy
2,981
+83
+3% +$12K 0.04% 145
2023
Q4 		$386K Sell
2,898
-4
-0.1% -$478 0.04% 167
2023
Q3 		$349K Sell
2,902
-44
-1% -$4.94K 0.04% 164
2023
Q2 		$281K Buy
+2,946
New +$286K 0.04% 193

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

Geller Advisors's PSX Position: Q3 2024 in Review

Geller Advisors sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 2,961 shares — an estimated $418K sold.

Geller Advisors first reported a position in PSX in Q2 2023 and held it in 5 quarters. The position peaked at $487K in Q1 2024. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Geller Advisors reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
  • Geller Advisors sold 2,961 Phillips 66 shares in Q3 2024, an estimated $418K.
  • Geller Advisors first reported a position in Phillips 66 in Q2 2023 and held it in 5 quarters.
  • Geller Advisors's Phillips 66 position peaked at $487K in Q1 2024.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Geller Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.