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Macroview Investment Management’s Phillips 66 PSX Stock Holding History

Macroview 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
-21
Closed -$2.76K – 424
2024
Q3 		$2.76K Hold
21
– – ﹤0.01% 441
2024
Q2 		$2.96K Hold
21
– – ﹤0.01% 437
2024
Q1 		$3.43K Hold
21
– – ﹤0.01% 456
2023
Q4 		$2.8K Sell
21
-35
-63% -$4.18K ﹤0.01% 469
2023
Q3 		$6.73K Buy
+56
New +$6.29K 0.01% 357
2015
Q1 		– Sell
-3
Closed – – 220
2014
Q4 		$0 Hold
3
– – ﹤0.01% 264
2014
Q3 		$0 Buy
+3
New +$250 ﹤0.01% 285
2014
Q1 		– Sell
-65
Closed -$5K – 293
2013
Q4 		$5K Hold
65
– – 0.01% 145
2013
Q3 		$4K Buy
65
+48
+282% +$2.78K 0.01% 158
2013
Q2 		$1K Buy
+17
New +$1.07K ﹤0.01% 178

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 $1.6B 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

Macroview Investment Management's PSX Position: Q4 2024 in Review

Macroview Investment Management sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 21 shares — an estimated $2.76K sold.

Macroview Investment Management first reported a position in PSX in Q2 2013 and held it in 10 quarters. The position peaked at $6.73K in Q3 2023. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Macroview Investment Management reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 21 Phillips 66 shares in Q4 2024, an estimated $2.76K.
  • Macroview Investment Management first reported a position in Phillips 66 in Q2 2013 and held it in 10 quarters.
  • Macroview Investment Management's Phillips 66 position peaked at $6.73K in Q3 2023.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.