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Mosaic Financial Group’s Phillips 66 PSX Stock Holding History

Mosaic Financial Group’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
-1,641
Closed -$216K – 132
2024
Q3 		$216K Sell
1,641
-460
-22% -$62.1K 0.15% 116
2024
Q2 		$297K Buy
2,101
+847
+68% +$125K 0.21% 88
2024
Q1 		$205K Buy
+1,254
New +$181K 0.16% 119

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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

Mosaic Financial Group's PSX Position: Q4 2024 in Review

Mosaic Financial Group sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 1,641 shares — an estimated $216K sold.

Mosaic Financial Group first reported a position in PSX in Q1 2024 and held it in 3 quarters. The position peaked at $297K in Q2 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Mosaic Financial Group reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Mosaic Financial Group sold 1,641 Phillips 66 shares in Q4 2024, an estimated $216K.
  • Mosaic Financial Group first reported a position in Phillips 66 in Q1 2024 and held it in 3 quarters.
  • Mosaic Financial Group's Phillips 66 position peaked at $297K in Q2 2024.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Mosaic Financial Group's 13F filing for Q4 2024, filed 12 Feb 2025.