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Unique Wealth Strategies’s Phillips 66 PSX Stock Holding History

Unique Wealth Strategies’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
-3,613
Closed -$475K – 233
2024
Q3 		$475K Buy
3,613
+3,592
+17,105% +$485K 0.2% 151
2024
Q2 		$3.43K Buy
+21
New +$3.11K ﹤0.01% 418

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

Unique Wealth Strategies's PSX Position: Q4 2024 in Review

Unique Wealth Strategies sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 3,613 shares — an estimated $475K sold.

Unique Wealth Strategies first reported a position in PSX in Q2 2024 and held it in 2 quarters. The position peaked at $475K in Q3 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Unique Wealth Strategies reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 3,613 Phillips 66 shares in Q4 2024, an estimated $475K.
  • Unique Wealth Strategies first reported a position in Phillips 66 in Q2 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's Phillips 66 position peaked at $475K in Q3 2024.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Unique Wealth Strategies's 13F filing for Q4 2024, filed 14 Jul 2026.