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Householder Group Estate & Retirement Specialist’s Phillips 66 PSX Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$14K Sell
125
-661
-84% -$84.1K 0.01% 331
2024
Q3 		$103K Buy
786
+307
+64% +$41.5K 0.03% 351
2024
Q2 		$67K Buy
479
+354
+283% +$52.4K 0.02% 432
2024
Q1 		$20.4K Hold
125
– – 0.01% 673
2023
Q4 		$16K Hold
125
– – 0.01% 679
2023
Q3 		$15K Buy
+125
New +$14K 0.01% 699
2023
Q1 		$13K Buy
+125
New +$12.7K 0.01% 737
2022
Q4 		– Sell
-125
Closed -$10K – 901
2022
Q3 		$10K Buy
+125
New +$10.7K ﹤0.01% 731

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Householder Group Estate & Retirement Specialist's PSX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Phillips 66 (PSX) stake by 84% in Q4 2024, selling an estimated $84.1K and leaving 125 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #331.

Householder Group Estate & Retirement Specialist first reported a position in PSX in Q3 2022 and has held it in 8 quarters since. The position peaked at $103K in Q3 2024. 1,781 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 125 shares of Phillips 66 worth $14K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 661 Phillips 66 shares in Q4 2024, an estimated $84.1K.
  • Phillips 66 made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #331 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Phillips 66 in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Phillips 66 position peaked at $103K in Q3 2024.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.