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Lineweaver Wealth Advisors’s Phillips 66 PSX Stock Holding History

Lineweaver Wealth Advisors’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
-1,384
Closed -$226K – 134
2024
Q1 		$226K Buy
+1,384
New +$199K 0.05% 120
2023
Q4 		– Sell
-5,069
Closed -$610K – 141
2023
Q3 		$610K Sell
5,069
-2,376
-32% -$267K 0.18% 85
2023
Q2 		$710K Sell
7,445
-31
-0.4% -$3.01K 0.2% 75
2023
Q1 		$759K Buy
+7,476
New +$760K 0.23% 76

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lineweaver Wealth Advisors's PSX Position: Q2 2024 in Review

Lineweaver Wealth Advisors sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 1,384 shares — an estimated $226K sold.

Lineweaver Wealth Advisors first reported a position in PSX in Q1 2023 and held it in 4 quarters. The position peaked at $759K in Q1 2023. 1,784 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Lineweaver Wealth Advisors reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 1,384 Phillips 66 shares in Q2 2024, an estimated $226K.
  • Lineweaver Wealth Advisors first reported a position in Phillips 66 in Q1 2023 and held it in 4 quarters.
  • Lineweaver Wealth Advisors's Phillips 66 position peaked at $759K in Q1 2023.
  • 1,784 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.