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Thrive Wealth Management’s Phillips 66 PSX Stock Holding History

Thrive 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 		– Sell
-2,954
Closed -$388K – 221
2024
Q3 		$388K Sell
2,954
-783
-21% -$106K 0.07% 142
2024
Q2 		$528K Sell
3,737
-392
-9% -$58K 0.1% 102
2024
Q1 		$674K Sell
4,129
-810
-16% -$117K 0.14% 90
2023
Q4 		$658K Sell
4,939
-783
-14% -$93.6K 0.15% 88
2023
Q3 		$687K Buy
5,722
+461
+9% +$51.7K 0.18% 76
2023
Q2 		$502K Sell
5,261
-305
-5% -$29.6K 0.13% 95
2023
Q1 		$564K Buy
5,566
+720
+15% +$73.2K 0.14% 88
2022
Q4 		$504K Sell
4,846
-5
-0.1% -$511 0.14% 87
2022
Q3 		$392K Buy
4,851
+1,725
+55% +$147K 0.14% 94
2022
Q2 		$256K Sell
3,126
-135
-4% -$12.5K 0.09% 130
2022
Q1 		$282K Sell
3,261
-97
-3% -$8.16K 0.08% 129
2021
Q4 		$243K Buy
+3,358
New +$254K 0.08% 130

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

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

Thrive Wealth Management sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 2,954 shares — an estimated $388K sold.

Thrive Wealth Management first reported a position in PSX in Q4 2021 and held it in 12 quarters. The position peaked at $687K in Q3 2023. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Thrive Wealth Management reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Thrive Wealth Management sold 2,954 Phillips 66 shares in Q4 2024, an estimated $388K.
  • Thrive Wealth Management first reported a position in Phillips 66 in Q4 2021 and held it in 12 quarters.
  • Thrive Wealth Management's Phillips 66 position peaked at $687K in Q3 2023.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Thrive Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.