TW
PSX icon

Transform Wealth’s Phillips 66 PSX Stock Holding History

Transform Wealth’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
Q1 		– Sell
-2,642
Closed -$352K – 246
2023
Q4 		$352K Sell
2,642
-56
-2% -$6.69K 0.03% 194
2023
Q3 		$324K Sell
2,698
-479
-15% -$53.8K 0.03% 200
2023
Q2 		$303K Sell
3,177
-49
-2% -$4.76K 0.03% 219
2023
Q1 		$327K Buy
3,226
+134
+4% +$13.6K 0.03% 204
2022
Q4 		$322K Buy
3,092
+225
+8% +$23K 0.04% 184
2022
Q3 		$231K Sell
2,867
-1,844
-39% -$157K 0.03% 168
2022
Q2 		$386K Sell
4,711
-205
-4% -$19K 0.06% 148
2022
Q1 		$425K Sell
4,916
-435
-8% -$36.6K 0.05% 166
2021
Q4 		$388K Sell
5,351
-890
-14% -$67.3K 0.04% 173
2021
Q3 		$437K Sell
6,241
-271
-4% -$19.6K 0.05% 171
2021
Q2 		$559K Buy
6,512
+396
+6% +$33.4K 0.07% 162
2021
Q1 		$499K Buy
6,116
+1,052
+21% +$82.5K 0.1% 154
2020
Q4 		$354K Buy
+5,064
New +$297K 0.07% 173
2020
Q1 		– Sell
-2,146
Closed -$239K – 230
2019
Q4 		$239K Sell
2,146
-3
-0.1% -$337 0.04% 206
2019
Q3 		$220K Sell
2,149
-1,861
-46% -$187K 0.04% 196
2019
Q2 		$375K Buy
+4,010
New +$360K 0.06% 190
2017
Q2 		– Sell
-13,559
Closed -$1.07M – 136
2017
Q1 		$1.07M Buy
13,559
+951
+8% +$76.6K 0.4% 87
2016
Q4 		$1.09M Buy
12,608
+637
+5% +$53K 0.43% 76
2016
Q3 		$964K Buy
11,971
+390
+3% +$30.3K 0.41% 83
2016
Q2 		$919K Buy
+11,581
New +$946K 0.39% 88

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Transform Wealth's PSX Position: Q1 2024 in Review

Transform Wealth sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 2,642 shares — an estimated $352K sold.

Transform Wealth first reported a position in PSX in Q2 2016 and held it in 20 quarters. The position peaked at $1.09M in Q4 2016. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Transform Wealth reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Transform Wealth sold 2,642 Phillips 66 shares in Q1 2024, an estimated $352K.
  • Transform Wealth first reported a position in Phillips 66 in Q2 2016 and held it in 20 quarters.
  • Transform Wealth's Phillips 66 position peaked at $1.09M in Q4 2016.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Transform Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.