Sentinel Trust’s Phillips 66 PSX Stock Holding History

Sentinel Trust’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	-1,996	Closed	-$262K	–	138
2024 Q3	$262K	Hold	1,996	–	–	0.03%	127
2024 Q2	$282K	Sell	1,996 -38	-2%	-$5.63K	0.03%	118
2024 Q1	$332K	Hold	2,034	–	–	0.04%	114
2023 Q4	$271K	Hold	2,034	–	–	0.04%	119
2023 Q3	$244K	Buy	+2,034	New	+$228K	0.03%	120
2023 Q2	–	Sell	-2,034	Closed	-$206K	–	134
2023 Q1	$206K	Buy	+2,034	New	+$207K	0.03%	124
2021 Q3	–	Sell	-3,559	Closed	-$305K	–	82
2021 Q2	$305K	Buy	+3,559	New	+$300K	0.05%	68
2019 Q3	–	Sell	-2,300	Closed	-$215K	–	38
2019 Q2	$215K	Sell	2,300 -74	-3%	-$6.64K	0.06%	34
2019 Q1	$226K	Buy	+2,374	New	+$226K	0.06%	35
2018 Q4	–	Sell	-1,917	Closed	-$216K	–	107
2018 Q3	$216K	Buy	+1,917	New	+$222K	0.05%	104

Other funds holding PSX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Sentinel Trust's PSX Position: Q4 2024 in Review

Sentinel Trust sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 1,996 shares — an estimated $262K sold.

Sentinel Trust first reported a position in PSX in Q3 2018 and held it in 10 quarters. The position peaked at $332K in Q1 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

Sentinel Trust reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
Sentinel Trust sold 1,996 Phillips 66 shares in Q4 2024, an estimated $262K.
Sentinel Trust first reported a position in Phillips 66 in Q3 2018 and held it in 10 quarters.
Sentinel Trust's Phillips 66 position peaked at $332K in Q1 2024.
1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Sentinel Trust's 13F filing for Q4 2024, filed 5 Feb 2025.