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Lee Financial’s Phillips 66 PSX Stock Holding History

Lee Financial’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
Q1 		– Sell
-592
Closed -$78.8K – 650
2023
Q4 		$78.8K Buy
592
+27
+5% +$3.23K 0.01% 193
2023
Q3 		$67.9K Buy
565
+66
+13% +$7.41K 0.01% 191
2023
Q2 		$47.6K Sell
499
-129
-21% -$12.5K 0.01% 228
2023
Q1 		$63.7K Buy
628
+327
+109% +$33.2K 0.01% 214
2022
Q4 		$31.3K Hold
301
– – 0.01% 290
2022
Q3 		$25K Buy
301
+7
+2% +$597 ﹤0.01% 309
2022
Q2 		$24K Hold
294
– – ﹤0.01% 315
2022
Q1 		$25K Sell
294
-1,000
-77% -$84.1K ﹤0.01% 308
2021
Q4 		$94K Buy
1,294
+1,000
+340% +$75.6K 0.02% 196
2021
Q3 		$21K Buy
294
+44
+18% +$3.19K ﹤0.01% 326
2021
Q2 		$21K Sell
250
-180
-42% -$15.2K ﹤0.01% 318
2021
Q1 		$35K Buy
430
+150
+54% +$11.8K 0.01% 257
2020
Q4 		$20K Hold
280
– – 0.01% 286
2020
Q3 		$15K Buy
280
+78
+39% +$4.76K ﹤0.01% 348
2020
Q2 		$15K Sell
202
-30
-13% -$2.12K ﹤0.01% 311
2020
Q1 		$12K Hold
232
– – ﹤0.01% 274
2019
Q4 		$26K Hold
232
– – 0.01% 239
2019
Q3 		$24K Hold
232
– – 0.01% 241
2019
Q2 		$22K Hold
232
– – 0.01% 255
2019
Q1 		$22K Buy
232
+30
+15% +$2.85K 0.01% 250
2018
Q4 		$17K Sell
202
-118
-37% -$11.5K ﹤0.01% 238
2018
Q3 		$36K Sell
320
-177
-36% -$20.5K 0.01% 213
2018
Q2 		$56K Hold
497
– – 0.01% 256
2018
Q1 		$48K Buy
497
+177
+55% +$17.2K 0.01% 264
2017
Q4 		$32K Hold
320
– – 0.01% 218
2017
Q3 		$29K Hold
320
– – 0.01% 213
2017
Q2 		$26K Hold
320
– – 0.01% 226
2017
Q1 		$25K Hold
320
– – 0.01% 205
2016
Q4 		$28K Buy
+320
New +$26.6K 0.02% 207

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Lee Financial's PSX Position: Q1 2024 in Review

Lee Financial sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 592 shares — an estimated $78.8K sold.

Lee Financial first reported a position in PSX in Q4 2016 and held it in 29 quarters. The position peaked at $94K in Q4 2021. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Lee Financial reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 592 Phillips 66 shares in Q1 2024, an estimated $78.8K.
  • Lee Financial first reported a position in Phillips 66 in Q4 2016 and held it in 29 quarters.
  • Lee Financial's Phillips 66 position peaked at $94K in Q4 2021.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.