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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
Q1 		– Sell
-559
Closed -$57K – 566
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 $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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

One Wealth Advisors's PSX Position: Q3 2024 in Review

One Wealth Advisors sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 1,518 shares — an estimated $206K sold.

One Wealth Advisors first reported a position in PSX in Q4 2017 and held it in 9 quarters. The position peaked at $696K in Q1 2019. 1,773 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • One Wealth Advisors reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
  • One Wealth Advisors sold 1,518 Phillips 66 shares in Q3 2024, an estimated $206K.
  • One Wealth Advisors first reported a position in Phillips 66 in Q4 2017 and held it in 9 quarters.
  • One Wealth Advisors's Phillips 66 position peaked at $696K in Q1 2019.
  • 1,773 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on One Wealth Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.