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VitalStone Financial’s Phillips 66 PSX Stock Holding History

VitalStone Financial’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 		$1.31K Hold
10
– – ﹤0.01% 407
2024
Q2 		$1.41K Hold
10
– – ﹤0.01% 407
2024
Q1 		$2K Hold
10
– – ﹤0.01% 407
2023
Q4 		$1K Hold
10
– – ﹤0.01% 459
2023
Q3 		$1K Hold
10
– – ﹤0.01% 432
2023
Q2 		$1K Buy
+10
New +$972 ﹤0.01% 871
2023
Q1 		– Sell
-10
Closed -$1K – 476
2022
Q4 		$1K Buy
+10
New +$1.02K ﹤0.01% 495

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

VitalStone Financial's PSX Position: Q3 2024 in Review

VitalStone Financial held its Phillips 66 (PSX) position steady in Q3 2024 at 10 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

VitalStone Financial first reported a position in PSX in Q4 2022 and has held it in 7 quarters since. The position peaked at $2K in Q1 2024. 1,771 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • VitalStone Financial held 10 shares of Phillips 66 worth $1.31K as of Q3 2024.
  • VitalStone Financial left its Phillips 66 share count unchanged in Q3 2024.
  • Phillips 66 made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #407 holding.
  • VitalStone Financial first reported a position in Phillips 66 in Q4 2022 and has held it in 7 quarters since.
  • VitalStone Financial's Phillips 66 position peaked at $2K in Q1 2024.
  • 1,771 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.