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Kelly Financial Services’s Phillips 66 PSX Stock Holding History

Kelly Financial 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
Q3 		– Sell
-637
Closed -$90K – 589
2024
Q2 		$90K Buy
637
+115
+22% +$17K 0.03% 167
2024
Q1 		$85.3K Buy
522
+2
+0.4% +$288 0.03% 165
2023
Q4 		$69.2K Buy
520
+123
+31% +$14.7K 0.03% 171
2023
Q3 		$47.7K Buy
397
+14
+4% +$1.57K 0.02% 190
2023
Q2 		$36.5K Buy
383
+228
+147% +$22.2K 0.02% 225
2023
Q1 		$15.7K Buy
155
+86
+125% +$8.74K 0.01% 296
2022
Q4 		$7.18K Hold
69
– – ﹤0.01% 362
2022
Q3 		$5.57K Hold
69
– – ﹤0.01% 386
2022
Q2 		$5.66K Hold
69
– – ﹤0.01% 387
2022
Q1 		$5.96K Hold
69
– – ﹤0.01% 406
2021
Q4 		$5K Hold
69
– – ﹤0.01% 443
2021
Q3 		$4.83K Sell
69
-5,853
-99% -$424K ﹤0.01% 420
2021
Q2 		$69K Buy
5,922
+5,797
+4,638% +$489K ﹤0.01% 424
2021
Q1 		$10.2K Hold
125
– – 0.01% 299
2020
Q4 		$8.74K Hold
125
– – 0.01% 293
2020
Q3 		$6.48K Hold
125
– – ﹤0.01% 300
2020
Q2 		$8.99K Hold
125
– – 0.01% 259
2020
Q1 		$6.71K Hold
125
– – 0.01% 263
2019
Q4 		$13.9K Hold
125
– – 0.01% 198
2019
Q3 		$12.8K Hold
125
– – 0.01% 197
2019
Q2 		$11.7K Hold
125
– – 0.01% 206
2019
Q1 		$11.9K Buy
+125
New +$11.9K 0.01% 204

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelly Financial Services's PSX Position: Q3 2024 in Review

Kelly Financial Services sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 637 shares — an estimated $90K sold.

Kelly Financial Services first reported a position in PSX in Q1 2019 and held it in 22 quarters. The position peaked at $90K in Q2 2024. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Kelly Financial Services reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 637 Phillips 66 shares in Q3 2024, an estimated $90K.
  • Kelly Financial Services first reported a position in Phillips 66 in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Phillips 66 position peaked at $90K in Q2 2024.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.