Kolinsky Wealth Management’s Phillips 66 PSX Stock Holding History

Kolinsky 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 Q4	$452K	Buy	3,968 +18	+0.5%	+$2.29K	0.28%	77
2024 Q3	$519K	Sell	3,950 -38	-1%	-$5.13K	0.34%	64
2024 Q2	$563K	Sell	3,988 -218	-5%	-$32.3K	0.4%	54
2024 Q1	$687K	Buy	4,206 +104	+3%	+$15K	0.53%	37
2023 Q4	$546K	Buy	4,102 +27	+0.7%	+$3.23K	0.48%	44
2023 Q3	$490K	Buy	4,075 +43	+1%	+$4.83K	0.49%	43
2023 Q2	$381K	Buy	4,032 +226	+6%	+$22K	0.36%	69
2023 Q1	$386K	Buy	3,806 +39	+1%	+$3.96K	0.41%	57
2022 Q4	$392K	Buy	3,767 +190	+5%	+$19.4K	0.45%	51
2022 Q3	$289K	Sell	3,577 -77	-2%	-$6.56K	0.36%	69
2022 Q2	$300K	Buy	3,654 +343	+10%	+$31.7K	0.35%	69
2022 Q1	$286K	Buy	3,311 +283	+9%	+$23.8K	0.28%	88
2021 Q4	$219K	Buy	+3,028	New	+$229K	0.2%	134

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kolinsky Wealth Management's PSX Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Phillips 66 (PSX) stake by 0.46% in Q4 2024, buying an estimated $2.29K and bringing the position to 3,968 shares worth $452K. The position accounts for 0.28% of the portfolio, ranked #77.

Kolinsky Wealth Management first reported a position in PSX in Q4 2021 and has held it in 13 quarters since. The position peaked at $687K in Q1 2024. 1,782 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

Kolinsky Wealth Management held 3,968 shares of Phillips 66 worth $452K as of Q4 2024.
Kolinsky Wealth Management bought 18 Phillips 66 shares in Q4 2024, an estimated $2.29K.
Phillips 66 made up 0.28% of Kolinsky Wealth Management's portfolio in Q4 2024, its #77 holding.
Kolinsky Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's Phillips 66 position peaked at $687K in Q1 2024.
1,782 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.