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One Wealth Advisors’s Phillips 66 PSX Stock Holding History

One Wealth Advisors’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
Q3 		– Sell
-1,518
Closed -$206K – 273
2024
Q2 		$206K Buy
1,518
+60
+4% +$8.88K 0.04% 226
2024
Q1 		$238K Buy
+1,458
New +$210K 0.04% 209
2020
Q1 		– Sell
-3,213
Closed -$358K – 134
2019
Q4 		$358K Sell
3,213
-3,034
-49% -$341K 0.26% 60
2019
Q3 		$640K Sell
6,247
-1,081
-15% -$108K 0.56% 18
2019
Q2 		$685K Buy
7,328
+19
+0.3% +$1.71K 0.57% 20
2019
Q1 		$696K Sell
7,309
-177,358
-96% -$16.9M 0.57% 20
2018
Q4 		$501K Buy
184,667
+181,584
+5,890% +$17.7M 0.5% 25
2018
Q3 		$348K Buy
+3,083
New +$356K 0.27% 69
2018
Q2 		– Hold
0
– – – 592
2018
Q1 		– Sell
-559
Closed -$57K – 569
2017
Q4 		$57K Buy
+559
New +$53.1K 0.05% 266

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $501B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return