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KG&L Capital Management’s Phillips 66 PSX Stock Holding History

KG&L Capital 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
Q4 		– Sell
-2,180
Closed -$287K – 200
2024
Q3 		$287K Buy
+2,180
New +$294K 0.09% 163
2019
Q4 		– Sell
-2,320
Closed -$237K – 97
2019
Q3 		$237K Buy
+2,320
New +$233K 0.21% 86

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

KG&L Capital Management's PSX Position: Q4 2024 in Review

KG&L Capital Management sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 2,180 shares — an estimated $287K sold.

KG&L Capital Management first reported a position in PSX in Q3 2019 and held it in 2 quarters. The position peaked at $287K in Q3 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • KG&L Capital Management reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • KG&L Capital Management sold 2,180 Phillips 66 shares in Q4 2024, an estimated $287K.
  • KG&L Capital Management first reported a position in Phillips 66 in Q3 2019 and held it in 2 quarters.
  • KG&L Capital Management's Phillips 66 position peaked at $287K in Q3 2024.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on KG&L Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.