MIS
PSX icon

Morningstar Investment Services’s Phillips 66 PSX Stock Holding History

Morningstar Investment Services’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
-1,698
Closed -$223K – 337
2024
Q3 		$223K Buy
1,698
+60
+4% +$8.1K ﹤0.01% 388
2024
Q2 		$228K Buy
1,638
+4
+0.2% +$592 ﹤0.01% 356
2024
Q1 		$260K Sell
1,634
-1,006
-38% -$145K ﹤0.01% 307
2023
Q4 		$351K Buy
+2,640
New +$316K ﹤0.01% 329

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 $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $609B AUM 40.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morningstar Investment Services's PSX Position: Q4 2024 in Review

Morningstar Investment Services sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 1,698 shares — an estimated $223K sold.

Morningstar Investment Services first reported a position in PSX in Q4 2023 and held it in 4 quarters. The position peaked at $351K in Q4 2023. 1,781 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Morningstar Investment Services reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,698 Phillips 66 shares in Q4 2024, an estimated $223K.
  • Morningstar Investment Services first reported a position in Phillips 66 in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Phillips 66 position peaked at $351K in Q4 2023.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.