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Tyler-Stone Wealth Management’s Phillips 66 PSX Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-632
Closed -$89.3K – 784
2024
Q2 		$89.3K Hold
632
– – 0.04% 303
2024
Q1 		$103K Hold
632
– – 0.05% 268
2023
Q4 		$84.2K Buy
632
+94
+17% +$11.2K 0.04% 285
2023
Q3 		$65K Hold
538
– – 0.04% 304
2023
Q2 		$51K Buy
+538
New +$52.3K 0.03% 339
2022
Q4 		$56K Hold
538
– – 0.04% 301
2022
Q3 		$43K Hold
538
– – 0.03% 320
2022
Q2 		$44K Hold
538
– – 0.03% 337
2022
Q1 		$47K Buy
538
+34
+7% +$2.86K 0.03% 349
2021
Q4 		$37K Buy
+504
New +$38.1K 0.02% 404

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

Tyler-Stone Wealth Management's PSX Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 632 shares — an estimated $89.3K sold.

Tyler-Stone Wealth Management first reported a position in PSX in Q4 2021 and held it in 10 quarters. The position peaked at $103K in Q1 2024. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 632 Phillips 66 shares in Q3 2024, an estimated $89.3K.
  • Tyler-Stone Wealth Management first reported a position in Phillips 66 in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Phillips 66 position peaked at $103K in Q1 2024.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.