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Strategic Blueprint’s Phillips 66 PSX Stock Holding History

Strategic Blueprint’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
-2,090
Closed -$275K – 698
2024
Q3 		$275K Sell
2,090
-369
-15% -$49.8K 0.02% 532
2024
Q2 		$347K Sell
2,459
-20
-0.8% -$2.96K 0.02% 459
2024
Q1 		$405K Buy
2,479
+303
+14% +$43.7K 0.03% 422
2023
Q4 		$290K Sell
2,176
-154
-7% -$18.4K 0.02% 463
2023
Q3 		$280K Buy
2,330
+198
+9% +$22.2K 0.03% 425
2023
Q2 		$203K Sell
2,132
-87
-4% -$8.46K 0.02% 519
2023
Q1 		$225K Sell
2,219
-725
-25% -$73.7K 0.02% 478
2022
Q4 		$306K Buy
+2,944
New +$301K 0.04% 394
2021
Q3 		– Sell
-1,034
Closed -$89K – 1088
2021
Q2 		$89K Buy
+1,034
New +$87.3K 0.01% 523
2019
Q4 		– Sell
-966
Closed -$99K – 337
2019
Q3 		$99K Buy
+966
New +$96.8K 0.07% 110

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

Strategic Blueprint's PSX Position: Q4 2024 in Review

Strategic Blueprint sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 2,090 shares — an estimated $275K sold.

Strategic Blueprint first reported a position in PSX in Q3 2019 and held it in 10 quarters. The position peaked at $405K in Q1 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Strategic Blueprint reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Strategic Blueprint sold 2,090 Phillips 66 shares in Q4 2024, an estimated $275K.
  • Strategic Blueprint first reported a position in Phillips 66 in Q3 2019 and held it in 10 quarters.
  • Strategic Blueprint's Phillips 66 position peaked at $405K in Q1 2024.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Strategic Blueprint's 13F filing for Q4 2024, filed 23 Jan 2025.