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Pinnacle Wealth Management’s Phillips 66 PSX Stock Holding History

Pinnacle Wealth Management’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
Q1 		– Sell
-15,222
Closed -$2.03M – 46
2023
Q4 		$2.03M Sell
15,222
-770
-5% -$92K 2.32% 20
2023
Q3 		$1.92M Sell
15,992
-456
-3% -$51.2K 2.33% 18
2023
Q2 		$1.57M Buy
+16,448
New +$1.6M 1.58% 30
2022
Q4 		$1.66M Buy
+15,987
New +$1.64M 2% 19
2022
Q3 		– Sell
-19,817
Closed -$1.63M – 53
2022
Q2 		$1.63M Sell
19,817
-4,115
-17% -$381K 2.28% 28
2022
Q1 		$2.07M Sell
23,932
-3,586
-13% -$302K 2.42% 20
2021
Q4 		$1.99M Buy
+27,518
New +$2.08M 1.71% 31

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Management's PSX Position: Q1 2024 in Review

Pinnacle Wealth Management sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 15,222 shares — an estimated $2.03M sold.

Pinnacle Wealth Management first reported a position in PSX in Q4 2021 and held it in 7 quarters. The position peaked at $2.07M in Q1 2022. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Pinnacle Wealth Management reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Pinnacle Wealth Management sold 15,222 Phillips 66 shares in Q1 2024, an estimated $2.03M.
  • Pinnacle Wealth Management first reported a position in Phillips 66 in Q4 2021 and held it in 7 quarters.
  • Pinnacle Wealth Management's Phillips 66 position peaked at $2.07M in Q1 2022.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Pinnacle Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.