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Planned Solutions’s Phillips 66 PSX Stock Holding History

Planned Solutions’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 		– Sell
-980
Closed -$129K – 496
2024
Q3 		$129K Buy
+980
New +$132K 0.05% 167
2024
Q1 		– Sell
-980
Closed -$130K – 426
2023
Q4 		$130K Buy
+980
New +$117K 0.06% 141
2021
Q1 		– Sell
-500
Closed -$35K – 318
2020
Q4 		$35K Hold
500
– – 0.03% 242
2020
Q3 		$26K Buy
+500
New +$30.5K 0.03% 198

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

Planned Solutions's PSX Position: Q4 2024 in Review

Planned Solutions sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 980 shares — an estimated $129K sold.

Planned Solutions first reported a position in PSX in Q3 2020 and held it in 4 quarters. The position peaked at $130K in Q4 2023. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Planned Solutions reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 980 Phillips 66 shares in Q4 2024, an estimated $129K.
  • Planned Solutions first reported a position in Phillips 66 in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Phillips 66 position peaked at $130K in Q4 2023.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.