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Private Portfolio Partners’s Phillips 66 PSX Stock Holding History

Private Portfolio Partners’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 		$277K Sell
2,433
-725
-23% -$92.2K 0.05% 245
2024
Q3 		$415K Buy
+3,158
New +$426K 0.08% 182
2024
Q2 		– Sell
-3,158
Closed -$516K – 215
2024
Q1 		$516K Hold
3,158
– – 0.11% 150
2023
Q4 		$420K Sell
3,158
-415
-12% -$49.6K 0.1% 167
2023
Q3 		$429K Sell
3,573
-1,012
-22% -$114K 0.11% 148
2023
Q2 		$437K Buy
4,585
+36
+0.8% +$3.5K 0.11% 151
2023
Q1 		$461K Buy
4,549
+10
+0.2% +$1.02K 0.12% 137
2022
Q4 		$472K Buy
4,539
+5
+0.1% +$511 0.12% 151
2022
Q3 		$366K Buy
4,534
+1,060
+31% +$90.3K 0.1% 167
2022
Q2 		$285K Sell
3,474
-773
-18% -$71.5K 0.08% 203
2022
Q1 		$367K Sell
4,247
-69
-2% -$5.8K 0.09% 192
2021
Q4 		$313K Buy
+4,316
New +$326K 0.08% 216
2021
Q3 		– Sell
-2,378
Closed -$204K – 267
2021
Q2 		$204K Sell
2,378
-347
-13% -$29.3K 0.06% 252
2021
Q1 		$222K Buy
+2,725
New +$214K 0.07% 219
2020
Q1 		– Sell
-2,430
Closed -$271K – 205
2019
Q4 		$271K Buy
2,430
+192
+9% +$21.6K 0.12% 162
2019
Q3 		$229K Buy
2,238
+20
+0.9% +$2K 0.11% 174
2019
Q2 		$207K Buy
2,218
+102
+5% +$9.15K 0.09% 210
2019
Q1 		$201K Buy
+2,116
New +$201K 0.11% 187

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

Private Portfolio Partners's PSX Position: Q4 2024 in Review

Private Portfolio Partners reduced its Phillips 66 (PSX) stake by 23% in Q4 2024, selling an estimated $92.2K and leaving 2,433 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #245.

Private Portfolio Partners first reported a position in PSX in Q1 2019 and has held it in 18 quarters since. The position peaked at $516K in Q1 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Private Portfolio Partners held 2,433 shares of Phillips 66 worth $277K as of Q4 2024.
  • Private Portfolio Partners sold 725 Phillips 66 shares in Q4 2024, an estimated $92.2K.
  • Phillips 66 made up 0.05% of Private Portfolio Partners's portfolio in Q4 2024, its #245 holding.
  • Private Portfolio Partners first reported a position in Phillips 66 in Q1 2019 and has held it in 18 quarters since.
  • Private Portfolio Partners's Phillips 66 position peaked at $516K in Q1 2024.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.