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Tandem Investment Advisors’s Phillips 66 PSX Stock Holding History

Tandem 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
Q2 		– Sell
-1,237
Closed -$202K – 88
2024
Q1 		$202K Buy
+1,237
New +$178K 0.01% 87
2018
Q4 		– Sell
-1,919
Closed -$216K – 70
2018
Q3 		$216K Buy
+1,919
New +$222K 0.06% 59
2017
Q1 		– Sell
-2,675
Closed -$231K – 57
2016
Q4 		$231K Buy
+2,675
New +$222K 0.11% 54

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tandem Investment Advisors's PSX Position: Q2 2024 in Review

Tandem Investment Advisors sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 1,237 shares — an estimated $202K sold.

Tandem Investment Advisors first reported a position in PSX in Q4 2016 and held it in 3 quarters. The position peaked at $231K in Q4 2016. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Tandem Investment Advisors reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Tandem Investment Advisors sold 1,237 Phillips 66 shares in Q2 2024, an estimated $202K.
  • Tandem Investment Advisors first reported a position in Phillips 66 in Q4 2016 and held it in 3 quarters.
  • Tandem Investment Advisors's Phillips 66 position peaked at $231K in Q4 2016.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Tandem Investment Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.