RE Dickinson Investment Advisors’s Phillips 66 PSX Stock Holding History

RE Dickinson Investment 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	$4.9K	Hold	43	–	–	﹤0.01%	190
2024 Q3	$5.65K	Hold	43	–	–	﹤0.01%	182
2024 Q2	$6.07K	Hold	43	–	–	﹤0.01%	175
2024 Q1	$7K	Hold	43	–	–	﹤0.01%	171
2023 Q4	$6K	Hold	43	–	–	﹤0.01%	180
2023 Q3	$5K	Hold	43	–	–	﹤0.01%	201
2023 Q2	$4K	Hold	43	–	–	﹤0.01%	299
2023 Q1	$4K	Hold	43	–	–	﹤0.01%	321
2022 Q4	$4K	Hold	43	–	–	﹤0.01%	305
2022 Q3	$3K	Hold	43	–	–	﹤0.01%	205
2022 Q2	$4K	Hold	43	–	–	﹤0.01%	218
2022 Q1	$4K	Hold	43	–	–	﹤0.01%	231
2021 Q4	$3K	Buy	+43	New	+$3.25K	﹤0.01%	246

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RE Dickinson Investment Advisors's PSX Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Phillips 66 (PSX) position steady in Q4 2024 at 43 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

RE Dickinson Investment Advisors first reported a position in PSX in Q4 2021 and has held it in 13 quarters since. The position peaked at $7K in Q1 2024. 1,782 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

RE Dickinson Investment Advisors held 43 shares of Phillips 66 worth $4.9K as of Q4 2024.
RE Dickinson Investment Advisors left its Phillips 66 share count unchanged in Q4 2024.
Phillips 66 made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #190 holding.
RE Dickinson Investment Advisors first reported a position in Phillips 66 in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Phillips 66 position peaked at $7K in Q1 2024.
1,782 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.