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GYL Financial Synergies’s Phillips 66 PSX Stock Holding History

GYL Financial Synergies’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
-1,843
Closed -$260K – 375
2024
Q2 		$260K Sell
1,843
-20
-1% -$2.96K 0.02% 313
2024
Q1 		$304K Buy
1,863
+6
+0.3% +$865 0.02% 298
2023
Q4 		$247K Buy
+1,857
New +$222K 0.02% 315

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GYL Financial Synergies's PSX Position: Q3 2024 in Review

GYL Financial Synergies sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 1,843 shares — an estimated $260K sold.

GYL Financial Synergies first reported a position in PSX in Q4 2023 and held it in 3 quarters. The position peaked at $304K in Q1 2024. 1,773 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • GYL Financial Synergies reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
  • GYL Financial Synergies sold 1,843 Phillips 66 shares in Q3 2024, an estimated $260K.
  • GYL Financial Synergies first reported a position in Phillips 66 in Q4 2023 and held it in 3 quarters.
  • GYL Financial Synergies's Phillips 66 position peaked at $304K in Q1 2024.
  • 1,773 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.