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Lockheed Martin Investment Management’s Phillips 66 PSX Stock Holding History

Lockheed Martin Investment 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
Q4 		– Sell
-32,600
Closed -$4.29M – 109
2024
Q3 		$4.29M Buy
+32,600
New +$4.4M 0.2% 73

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State Street
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Lockheed Martin Investment Management's PSX Position: Q4 2024 in Review

Lockheed Martin Investment Management sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 32,600 shares — an estimated $4.29M sold.

Lockheed Martin Investment Management first reported a position in PSX in Q3 2024 and held it in 1 quarter. The position peaked at $4.29M in Q3 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Lockheed Martin Investment Management reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Lockheed Martin Investment Management sold 32,600 Phillips 66 shares in Q4 2024, an estimated $4.29M.
  • Lockheed Martin Investment Management first reported a position in Phillips 66 in Q3 2024 and held it in 1 quarter.
  • Lockheed Martin Investment Management's Phillips 66 position peaked at $4.29M in Q3 2024.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Lockheed Martin Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.