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WealthPLAN Partners’s Phillips 66 PSX Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-1,320
Closed -$216K – 318
2024
Q1 		$216K Buy
+1,320
New +$190K 0.02% 289
2023
Q3 		– Sell
-1,299
Closed -$124K – 927
2023
Q2 		$124K Buy
1,299
+192
+17% +$18.7K 0.02% 363
2023
Q1 		$112K Buy
+1,107
New +$113K 0.01% 403
2017
Q2 		– Sell
-150
Closed -$11.6K – 362
2017
Q1 		$11.6K Buy
+150
New +$12.1K 0.04% 248
2016
Q3 		$128K Buy
1,598
+204
+15% +$15.9K 0.04% 204
2016
Q2 		$87.1K Buy
+1,394
New +$114K 0.01% 663
2015
Q4 		$45.1K Buy
+1,550
New +$134K 0.01% 658
2015
Q2 		– Sell
-283
Closed -$22K – 494
2015
Q1 		$22K Buy
+283
New +$20.8K 0.01% 312

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $501B 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
Harris Associates
Harris Associates Chicago, Illinois $74.9B 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
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return