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Horizon Advisory Services’s Phillips 66 PSX Stock Holding History

Horizon Advisory Services’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
-2,269
Closed -$298K – 61
2024
Q3 		$298K Sell
2,269
-43
-2% -$5.81K 0.14% 27
2024
Q2 		$326K Buy
2,312
+5
+0.2% +$740 0.16% 21
2024
Q1 		$377K Buy
+2,307
New +$332K 0.18% 18

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Horizon Advisory Services's PSX Position: Q4 2024 in Review

Horizon Advisory Services sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 2,269 shares — an estimated $298K sold.

Horizon Advisory Services first reported a position in PSX in Q1 2024 and held it in 3 quarters. The position peaked at $377K in Q1 2024. 1,782 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Horizon Advisory Services reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Horizon Advisory Services sold 2,269 Phillips 66 shares in Q4 2024, an estimated $298K.
  • Horizon Advisory Services first reported a position in Phillips 66 in Q1 2024 and held it in 3 quarters.
  • Horizon Advisory Services's Phillips 66 position peaked at $377K in Q1 2024.
  • 1,782 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Horizon Advisory Services's 13F filing for Q4 2024, filed 4 Feb 2025.