JWM
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Janiczek Wealth Management’s Phillips 66 PSX Stock Holding History

Janiczek Wealth Management’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
Q2 		$216K Sell
1,533
-27
-2% -$4K 0.05% 174
2024
Q1 		$255K Buy
1,560
+46
+3% +$6.63K 0.05% 156
2023
Q4 		$202K Buy
1,514
+14
+0.9% +$1.67K 0.05% 159
2023
Q3 		$180K Buy
1,500
+186
+14% +$20.9K 0.05% 156
2023
Q2 		$125K Sell
1,314
-43
-3% -$4.18K 0.03% 183
2023
Q1 		$144K Sell
1,357
-194
-13% -$19.7K 0.04% 163
2022
Q4 		$160K Buy
1,551
+130
+9% +$13.3K 0.04% 151
2022
Q3 		$129K Buy
1,421
+91
+7% +$7.76K 0.04% 157
2022
Q2 		$118K Buy
1,330
+53
+4% +$4.9K 0.04% 181
2022
Q1 		$110K Buy
1,277
+70
+6% +$5.89K 0.03% 197
2021
Q4 		$87K Buy
1,207
+5
+0.4% +$378 0.03% 210
2021
Q3 		$84K Buy
1,202
+14
+1% +$1.01K 0.03% 197
2021
Q2 		$102K Buy
1,188
+4
+0.3% +$338 0.04% 154
2021
Q1 		$97K Buy
1,184
+4
+0.3% +$314 0.04% 137
2020
Q4 		$83K Buy
1,180
+377
+47% +$22.1K 0.04% 130
2020
Q3 		$42K Sell
803
-266
-25% -$16.2K 0.02% 108
2020
Q2 		$77K Buy
1,069
+266
+33% +$18.8K 0.04% 65
2020
Q1 		$43K Hold
803
– – 0.02% 66
2019
Q4 		$89K Hold
803
– – 0.04% 55
2019
Q3 		$82K Hold
803
– – 0.04% 56
2019
Q2 		$75K Sell
803
-803
-50% -$72K 0.04% 59
2019
Q1 		$153K Hold
1,606
– – 0.07% 45
2018
Q4 		$138K Buy
+1,606
New +$157K 0.07% 48

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Janiczek Wealth Management's PSX Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Phillips 66 (PSX) stake by 1.7% in Q2 2024, selling an estimated $4K and leaving 1,533 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #174.

Janiczek Wealth Management first reported a position in PSX in Q4 2018 and has held it in 23 quarters since. The position peaked at $255K in Q1 2024. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Janiczek Wealth Management held 1,533 shares of Phillips 66 worth $216K as of Q2 2024.
  • Janiczek Wealth Management sold 27 Phillips 66 shares in Q2 2024, an estimated $4K.
  • Phillips 66 made up 0.05% of Janiczek Wealth Management's portfolio in Q2 2024, its #174 holding.
  • Janiczek Wealth Management first reported a position in Phillips 66 in Q4 2018 and has held it in 23 quarters since.
  • Janiczek Wealth Management's Phillips 66 position peaked at $255K in Q1 2024.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.