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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 – 360
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's PSX Position: Q2 2024 in Review

WealthPLAN Partners sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 1,320 shares — an estimated $216K sold.

WealthPLAN Partners first reported a position in PSX in Q1 2015 and held it in 8 quarters. The position peaked at $216K in Q1 2024. 1,784 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • WealthPLAN Partners reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 1,320 Phillips 66 shares in Q2 2024, an estimated $216K.
  • WealthPLAN Partners first reported a position in Phillips 66 in Q1 2015 and held it in 8 quarters.
  • WealthPLAN Partners's Phillips 66 position peaked at $216K in Q1 2024.
  • 1,784 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.