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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 		$49K 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 		$4 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $501B 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 $74.9B 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 $564B 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 $280B AUM 33.63% 1-Year Est. Return