LifePlan Financial’s Phillips 66 PSX Stock Holding History

LifePlan 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 Q2	–	Sell	-1,879	Closed	-$307K	–	96
2024 Q1	$307K	Sell	1,879 -75	-4%	-$10.8K	0.28%	81
2023 Q4	$260K	Buy	+1,954	New	+$234K	0.26%	79

Other funds holding PSX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LifePlan Financial's PSX Position: Q2 2024 in Review

LifePlan Financial sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 1,879 shares — an estimated $307K sold.

LifePlan Financial first reported a position in PSX in Q4 2023 and held it in 2 quarters. The position peaked at $307K in Q1 2024. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

LifePlan Financial reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
LifePlan Financial sold 1,879 Phillips 66 shares in Q2 2024, an estimated $307K.
LifePlan Financial first reported a position in Phillips 66 in Q4 2023 and held it in 2 quarters.
LifePlan Financial's Phillips 66 position peaked at $307K in Q1 2024.
1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on LifePlan Financial's 13F filing for Q2 2024, filed 30 Jul 2024.