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Laidlaw Wealth Management’s Phillips 66 PSX Stock Holding History

Laidlaw 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 		– Sell
-1,378
Closed -$225K – 184
2024
Q1 		$225K Sell
1,378
-1,604
-54% -$231K 0.13% 155
2023
Q4 		$397K Sell
2,982
-140
-4% -$16.7K 0.14% 150
2023
Q3 		$375K Sell
3,122
-331
-10% -$37.1K 0.12% 179
2023
Q2 		$329K Buy
3,453
+836
+32% +$81.3K 0.06% 252
2023
Q1 		$265K Sell
2,617
-1,050
-29% -$107K 0.05% 280
2022
Q4 		$382K Buy
3,667
+238
+7% +$24.3K 0.08% 226
2022
Q3 		$277K Buy
3,429
+435
+15% +$37.1K 0.06% 251
2022
Q2 		$245K Buy
2,994
+185
+7% +$17.1K 0.05% 307
2022
Q1 		$243K Buy
+2,809
New +$236K 0.04% 332

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

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

Laidlaw Wealth Management sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 1,378 shares — an estimated $225K sold.

Laidlaw Wealth Management first reported a position in PSX in Q1 2022 and held it in 9 quarters. The position peaked at $397K in Q4 2023. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Laidlaw Wealth Management reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,378 Phillips 66 shares in Q2 2024, an estimated $225K.
  • Laidlaw Wealth Management first reported a position in Phillips 66 in Q1 2022 and held it in 9 quarters.
  • Laidlaw Wealth Management's Phillips 66 position peaked at $397K in Q4 2023.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Laidlaw Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.