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Insigneo Advisory Services’s Phillips 66 PSX Stock Holding History

Insigneo 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
-1,812
Closed -$238K – 677
2024
Q3 		$238K Sell
1,812
-1,276
-41% -$172K 0.02% 505
2024
Q2 		$407K Buy
3,088
+363
+13% +$53.7K 0.05% 337
2024
Q1 		$445K Sell
2,725
-61
-2% -$8.79K 0.05% 291
2023
Q4 		$371K Sell
2,786
-360
-11% -$43K 0.05% 291
2023
Q3 		$378K Sell
3,146
-1,523
-33% -$171K 0.08% 238
2023
Q2 		$445K Buy
4,669
+9
+0.2% +$875 0.09% 218
2023
Q1 		$472K Buy
4,660
+2,148
+86% +$218K 0.15% 142
2022
Q4 		$261K Buy
+2,512
New +$257K 0.1% 211

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 $1.6B AUM 20.7% 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

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

Insigneo Advisory Services sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 1,812 shares — an estimated $238K sold.

Insigneo Advisory Services first reported a position in PSX in Q4 2022 and held it in 8 quarters. The position peaked at $472K in Q1 2023. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Insigneo Advisory Services reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Insigneo Advisory Services sold 1,812 Phillips 66 shares in Q4 2024, an estimated $238K.
  • Insigneo Advisory Services first reported a position in Phillips 66 in Q4 2022 and held it in 8 quarters.
  • Insigneo Advisory Services's Phillips 66 position peaked at $472K in Q1 2023.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

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