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Rational Advisors’s Phillips 66 PSX Stock Holding History

Rational Advisors’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
-295
Closed -$38.8K – 163
2024
Q3 		$38.8K Sell
295
-44
-13% -$5.94K ﹤0.01% 145
2024
Q2 		$47.9K Sell
339
-16
-5% -$2.37K ﹤0.01% 150
2024
Q1 		$58K Sell
355
-106
-23% -$15.3K 0.01% 149
2023
Q4 		$61.4K Hold
461
– – 0.01% 137
2023
Q3 		$55.4K Buy
+461
New +$51.7K 0.01% 154
2020
Q4 		– Sell
-208
Closed -$11K – 514
2020
Q3 		$11K Sell
208
-546
-72% -$33.3K ﹤0.01% 278
2020
Q2 		$54K Buy
+754
New +$53.4K 0.03% 183
2020
Q1 		– Sell
-4,050
Closed -$451K – 438
2019
Q4 		$451K Buy
4,050
+3,676
+983% +$413K 0.21% 131
2019
Q3 		$38K Buy
374
+109
+41% +$10.9K 0.01% 396
2019
Q2 		$25K Sell
265
-343
-56% -$30.8K 0.01% 417
2019
Q1 		$58K Buy
608
+434
+249% +$41.3K 0.02% 304
2018
Q4 		$15K Sell
174
-174
-50% -$17K ﹤0.01% 370
2018
Q3 		$39K Sell
348
-181
-34% -$20.9K 0.01% 313
2018
Q2 		$59K Buy
529
+309
+140% +$34.7K 0.03% 256
2018
Q1 		$21K Buy
+220
New +$21.4K 0.01% 324
2013
Q4 		$987K Hold
12,800
– – 0.08% 288
2013
Q3 		$740K Sell
12,800
-50
-0.4% -$2.9K 0.06% 354
2013
Q2 		$757K Buy
+12,850
New +$807K 0.06% 347

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

Rational Advisors's PSX Position: Q4 2024 in Review

Rational Advisors sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 295 shares — an estimated $38.8K sold.

Rational Advisors first reported a position in PSX in Q2 2013 and held it in 18 quarters. The position peaked at $987K in Q4 2013. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Rational Advisors reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Rational Advisors sold 295 Phillips 66 shares in Q4 2024, an estimated $38.8K.
  • Rational Advisors first reported a position in Phillips 66 in Q2 2013 and held it in 18 quarters.
  • Rational Advisors's Phillips 66 position peaked at $987K in Q4 2013.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Rational Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.