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Peterson Financial Group’s Phillips 66 PSX Stock Holding History

Peterson 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
Q3 		$16.4K Buy
+125
New +$16.9K 0.06% 167

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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

Peterson Financial Group's PSX Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Phillips 66 (PSX) in Q3 2024: 125 shares worth $16.4K. The stake represents 0.06% of the portfolio and ranks #167 among its holdings.

1,772 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Peterson Financial Group held 125 shares of Phillips 66 worth $16.4K as of Q3 2024.
  • Phillips 66 was a new Peterson Financial Group position in Q3 2024.
  • Phillips 66 made up 0.06% of Peterson Financial Group's portfolio in Q3 2024, its #167 holding.
  • 1,772 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.