Sugarloaf Wealth Management’s Phillips 66 PSX Stock Holding History

Sugarloaf Wealth Management’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	$911	Hold	8	–	–	﹤0.01%	654
2024 Q3	$1.05K	Hold	8	–	–	﹤0.01%	640
2024 Q2	$1.13K	Hold	8	–	–	﹤0.01%	610
2024 Q1	$1.31K	Hold	8	–	–	﹤0.01%	614
2023 Q4	$1.06K	Hold	8	–	–	﹤0.01%	629
2023 Q3	$961	Hold	8	–	–	﹤0.01%	630
2023 Q2	$763	Hold	8	–	–	﹤0.01%	649
2023 Q1	$811	Sell	8 -13	-62%	-$1.32K	﹤0.01%	645
2022 Q4	$2.23K	Sell	21 -1,082	-98%	-$111K	﹤0.01%	665
2022 Q3	$89K	Buy	1,103 +1,081	+4,914%	+$92.1K	0.02%	207
2022 Q2	$2K	Buy	22 +1	+5%	+$93	﹤0.01%	707
2022 Q1	$2K	Sell	21 -1	-5%	-$84	﹤0.01%	651
2021 Q4	$2K	Sell	22 -175	-89%	-$13.2K	﹤0.01%	683
2021 Q3	$14K	Hold	197	–	–	﹤0.01%	487
2021 Q2	$17K	Sell	197 -249	-56%	-$21K	﹤0.01%	441
2021 Q1	$36	Hold	446	–	–	0.01%	321
2020 Q4	$31K	Hold	446	–	–	0.01%	317
2020 Q3	$23K	Hold	446	–	–	0.01%	335
2020 Q2	$30K	Hold	446	–	–	0.01%	300
2020 Q1	$24K	Buy	446 +1	+0.2%	+$81	0.01%	302
2019 Q4	$50K	Buy	+445	New	+$50K	0.02%	247

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

Sugarloaf Wealth Management's PSX Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Phillips 66 (PSX) position steady in Q4 2024 at 8 shares worth $911. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Sugarloaf Wealth Management first reported a position in PSX in Q4 2019 and has held it in 21 quarters since. The position peaked at $89K in Q3 2022. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

Sugarloaf Wealth Management held 8 shares of Phillips 66 worth $911 as of Q4 2024.
Sugarloaf Wealth Management left its Phillips 66 share count unchanged in Q4 2024.
Phillips 66 made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #654 holding.
Sugarloaf Wealth Management first reported a position in Phillips 66 in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Phillips 66 position peaked at $89K in Q3 2022.
1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.