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Oliver Lagore Vanvalin Investment Group’s Phillips 66 PSX Stock Holding History

Oliver Lagore Vanvalin Investment 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 		$2.96K Hold
26
– – ﹤0.01% 553
2024
Q3 		$3.42K Hold
26
– – ﹤0.01% 534
2024
Q2 		$3.67K Hold
26
– – ﹤0.01% 536
2024
Q1 		$4.25K Sell
26
-11
-30% -$1.58K ﹤0.01% 533
2023
Q4 		$4.96K Sell
37
-99
-73% -$11.8K ﹤0.01% 524
2023
Q3 		$16.4K Sell
136
-271
-67% -$30.4K 0.01% 368
2023
Q2 		$38.8K Buy
407
+105
+35% +$10.2K 0.01% 278
2023
Q1 		$30.6K Buy
302
+252
+504% +$25.6K 0.01% 238
2022
Q4 		$5.2K Buy
+50
New +$5.11K ﹤0.01% 462
2022
Q3 		– Sell
-74
Closed -$6K – 713
2022
Q2 		$6K Hold
74
– – ﹤0.01% 399
2022
Q1 		$6K Buy
+74
New +$6.23K ﹤0.01% 396

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

Oliver Lagore Vanvalin Investment Group's PSX Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its Phillips 66 (PSX) position steady in Q4 2024 at 26 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Oliver Lagore Vanvalin Investment Group first reported a position in PSX in Q1 2022 and has held it in 11 quarters since. The position peaked at $38.8K in Q2 2023. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 26 shares of Phillips 66 worth $2.96K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group left its Phillips 66 share count unchanged in Q4 2024.
  • Phillips 66 made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #553 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Phillips 66 in Q1 2022 and has held it in 11 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Phillips 66 position peaked at $38.8K in Q2 2023.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.