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Vantage Consulting Group’s Phillips 66 PSX Stock Holding History

Vantage Consulting Group’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
-3,403
Closed -$480K – 140
2024
Q2 		$480K Buy
3,403
+219
+7% +$32.4K 0.36% 23
2024
Q1 		$520K Sell
3,184
-550
-15% -$79.3K 0.33% 23
2023
Q4 		$497K Sell
3,734
-302
-7% -$36.1K 0.33% 20
2023
Q3 		$485K Sell
4,036
-917
-19% -$103K 0.33% 24
2023
Q2 		$472K Sell
4,953
-79
-2% -$7.68K 0.27% 43
2023
Q1 		$510K Sell
5,032
-199
-4% -$20.2K 0.29% 41
2022
Q4 		$544K Sell
5,231
-972
-16% -$99.4K 0.32% 17
2022
Q3 		$501K Buy
6,203
+1,396
+29% +$119K 0.29% 23
2022
Q2 		$394K Sell
4,807
-1,230
-20% -$114K 0.22% 39
2022
Q1 		$522K Sell
6,037
-1,568
-21% -$132K 0.2% 26
2021
Q4 		$551K Sell
7,605
-147
-2% -$11.1K 0.15% 42
2021
Q3 		$543K Buy
7,752
+2,143
+38% +$155K 0.12% 22
2021
Q2 		$481K Buy
5,609
+2,574
+85% +$217K 0.08% 47
2021
Q1 		$247K Buy
3,035
+429
+16% +$33.7K 0.05% 66
2020
Q4 		$182K Buy
+2,606
New +$153K 0.01% 51

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

Vantage Consulting Group's PSX Position: Q3 2024 in Review

Vantage Consulting Group sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 3,403 shares — an estimated $480K sold.

Vantage Consulting Group first reported a position in PSX in Q4 2020 and held it in 15 quarters. The position peaked at $551K in Q4 2021. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Vantage Consulting Group reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
  • Vantage Consulting Group sold 3,403 Phillips 66 shares in Q3 2024, an estimated $480K.
  • Vantage Consulting Group first reported a position in Phillips 66 in Q4 2020 and held it in 15 quarters.
  • Vantage Consulting Group's Phillips 66 position peaked at $551K in Q4 2021.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Vantage Consulting Group's 13F filing for Q3 2024, filed 14 Nov 2024.