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The Family Firm’s Phillips 66 PSX Stock Holding History

The Family Firm’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
Q3 		– Sell
-1,243
Closed -$176K – 682
2024
Q2 		$176K Buy
1,243
+1
+0.1% +$148 0.04% 212
2024
Q1 		$203K Buy
+1,242
New +$179K 0.05% 192
2018
Q4 		– Sell
-1,778
Closed -$200K – 140
2018
Q3 		$200K Sell
1,778
-48
-3% -$5.55K 0.07% 138
2018
Q2 		$205K Buy
+1,826
New +$205K 0.08% 129
2016
Q2 		– Sell
-2,370
Closed -$205K – 118
2016
Q1 		$205K Buy
+2,370
New +$193K 0.1% 103

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

The Family Firm's PSX Position: Q3 2024 in Review

The Family Firm sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 1,243 shares — an estimated $176K sold.

The Family Firm first reported a position in PSX in Q1 2016 and held it in 5 quarters. The position peaked at $205K in Q2 2018. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • The Family Firm reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 1,243 Phillips 66 shares in Q3 2024, an estimated $176K.
  • The Family Firm first reported a position in Phillips 66 in Q1 2016 and held it in 5 quarters.
  • The Family Firm's Phillips 66 position peaked at $205K in Q2 2018.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.