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Northwest Bank & Trust’s Phillips 66 PSX Stock Holding History

Northwest Bank & Trust’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 		$18.5K Hold
138
– – 0.01% 146
2024
Q3 		$18.1K Hold
138
– – 0.01% 149
2024
Q2 		$19.5K Hold
138
– – 0.02% 144
2024
Q1 		$19.8K Hold
138
– – 0.02% 138
2023
Q4 		$18.4K Buy
+138
New +$16.5K 0.02% 143
2023
Q2 		$13.2K Buy
+138
New +$13.4K 0.01% 153

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwest Bank & Trust's PSX Position: Q4 2024 in Review

Northwest Bank & Trust held its Phillips 66 (PSX) position steady in Q4 2024 at 138 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #146.

Northwest Bank & Trust first reported a position in PSX in Q2 2023 and has held it in 6 quarters since. The position peaked at $19.8K in Q1 2024. 1,782 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Northwest Bank & Trust held 138 shares of Phillips 66 worth $18.5K as of Q4 2024.
  • Northwest Bank & Trust left its Phillips 66 share count unchanged in Q4 2024.
  • Phillips 66 made up 0.01% of Northwest Bank & Trust's portfolio in Q4 2024, its #146 holding.
  • Northwest Bank & Trust first reported a position in Phillips 66 in Q2 2023 and has held it in 6 quarters since.
  • Northwest Bank & Trust's Phillips 66 position peaked at $19.8K in Q1 2024.
  • 1,782 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.