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Planning Capital Management Corporation’s Phillips 66 PSX Stock Holding History

Planning Capital Management Corporation’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 		$10.3K Buy
78
+36
+86% +$4.86K 0.01% 435
2024
Q2 		$5.93K Hold
42
– – ﹤0.01% 451
2024
Q1 		$6.86K Buy
42
+9
+27% +$1.3K 0.01% 457
2023
Q4 		$4.39K Buy
+33
New +$3.94K ﹤0.01% 500

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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
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
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
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

Planning Capital Management Corporation's PSX Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Phillips 66 (PSX) stake by 86% in Q3 2024, buying an estimated $4.86K and bringing the position to 78 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #435.

Planning Capital Management Corporation first reported a position in PSX in Q4 2023 and has held it in 4 quarters since. 1,771 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Planning Capital Management Corporation held 78 shares of Phillips 66 worth $10.3K as of Q3 2024.
  • Planning Capital Management Corporation bought 36 Phillips 66 shares in Q3 2024, an estimated $4.86K.
  • Phillips 66 made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #435 holding.
  • Planning Capital Management Corporation first reported a position in Phillips 66 in Q4 2023 and has held it in 4 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.