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Tallon Kerry Patrick’s Phillips 66 PSX Stock Holding History

Tallon Kerry Patrick’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 		$336K Buy
+2,939
New +$374K 0.32% 56

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tallon Kerry Patrick's PSX Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Phillips 66 (PSX) in Q4 2024: 2,939 shares worth $336K. The stake represents 0.32% of the portfolio and ranks #56 among its holdings.

1,782 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Tallon Kerry Patrick held 2,939 shares of Phillips 66 worth $336K as of Q4 2024.
  • Phillips 66 was a new Tallon Kerry Patrick position in Q4 2024.
  • Phillips 66 made up 0.32% of Tallon Kerry Patrick's portfolio in Q4 2024, its #56 holding.
  • 1,782 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.