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Lake Street Advisors Group’s Phillips 66 PSX Stock Holding History

Lake Street Advisors Group’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 		$368K Buy
3,227
+106
+3% +$13.5K 0.02% 394
2024
Q3 		$410K Sell
3,121
-58
-2% -$7.83K 0.02% 372
2024
Q2 		$449K Sell
3,179
-49
-2% -$7.25K 0.02% 348
2024
Q1 		$527K Sell
3,228
-66
-2% -$9.51K 0.02% 332
2023
Q4 		$439K Buy
+3,294
New +$394K 0.02% 349
2020
Q1 		– Sell
-2,912
Closed -$324K – 277
2019
Q4 		$324K Buy
2,912
+304
+12% +$34.2K 0.03% 177
2019
Q3 		$249K Buy
2,608
+442
+20% +$44.3K 0.03% 184
2019
Q2 		$203K Buy
2,166
+62
+3% +$5.56K 0.02% 213
2019
Q1 		$200K Buy
+2,104
New +$200K 0.02% 219
2018
Q3 		– Sell
-2,665
Closed -$299K – 290
2018
Q2 		$299K Sell
2,665
-62
-2% -$6.97K 0.03% 224
2018
Q1 		$262K Buy
2,727
+96
+4% +$9.35K 0.03% 238
2017
Q4 		$266K Buy
+2,631
New +$250K 0.03% 247

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 $1.88B AUM 29.07% 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

Lake Street Advisors Group's PSX Position: Q4 2024 in Review

Lake Street Advisors Group increased its Phillips 66 (PSX) stake by 3.4% in Q4 2024, buying an estimated $13.5K and bringing the position to 3,227 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #394.

Lake Street Advisors Group first reported a position in PSX in Q4 2017 and has held it in 12 quarters since. The position peaked at $527K in Q1 2024. 1,781 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Lake Street Advisors Group held 3,227 shares of Phillips 66 worth $368K as of Q4 2024.
  • Lake Street Advisors Group bought 106 Phillips 66 shares in Q4 2024, an estimated $13.5K.
  • Phillips 66 made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #394 holding.
  • Lake Street Advisors Group first reported a position in Phillips 66 in Q4 2017 and has held it in 12 quarters since.
  • Lake Street Advisors Group's Phillips 66 position peaked at $527K in Q1 2024.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.