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WealthSource Partners’s Phillips 66 PSX Stock Holding History

WealthSource 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
2023
Q4 		$463K Buy
3,476
+1
+0% +$120 0.03% 344
2023
Q3 		$418K Buy
3,475
+17
+0.5% +$1.91K 0.03% 347
2023
Q2 		$330K Buy
3,458
+21
+0.6% +$2.04K 0.02% 389
2023
Q1 		$348K Sell
3,437
-182
-5% -$18.5K 0.02% 382
2022
Q4 		$377K Sell
3,619
-2,596
-42% -$266K 0.03% 358
2022
Q3 		$502K Sell
6,215
-2,823
-31% -$241K 0.04% 303
2022
Q2 		$741K Sell
9,038
-202
-2% -$18.7K 0.05% 237
2022
Q1 		$798K Buy
9,240
+717
+8% +$60.3K 0.05% 252
2021
Q4 		$618K Sell
8,523
-42
-0.5% -$3.17K 0.05% 279
2021
Q3 		$600K Sell
8,565
-91
-1% -$6.59K 0.05% 253
2021
Q2 		$743K Buy
8,656
+4,673
+117% +$394K 0.07% 209
2021
Q1 		$325K Sell
3,983
-663
-14% -$52K 0.03% 325
2020
Q4 		$325K Buy
4,646
+84
+2% +$4.93K 0.04% 276
2020
Q3 		$236K Sell
4,562
-395
-8% -$24.1K 0.03% 305
2020
Q2 		$356K Sell
4,957
-18
-0.4% -$1.27K 0.05% 219
2020
Q1 		$267K Buy
4,975
+2,408
+94% +$196K 0.04% 258
2019
Q4 		$286K Hold
2,567
– – 0.04% 322
2019
Q3 		$263K Sell
2,567
-73
-3% -$7.32K 0.04% 349
2019
Q2 		$247K Buy
2,640
+514
+24% +$46.1K 0.04% 379
2019
Q1 		$202K Sell
2,126
-333
-14% -$31.7K 0.05% 332
2018
Q4 		$212K Sell
2,459
-203
-8% -$19.8K 0.06% 274
2018
Q3 		$300K Buy
2,662
+131
+5% +$15.1K 0.08% 222
2018
Q2 		$284K Buy
2,531
+345
+16% +$38.8K 0.08% 219
2018
Q1 		$210K Buy
+2,186
New +$213K 0.06% 261
2016
Q3 		– Sell
-2,856
Closed -$227K – 291
2016
Q2 		$227K Buy
+2,856
New +$233K 0.08% 219

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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 $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

WealthSource Partners's PSX Position: Q4 2023 in Review

WealthSource Partners increased its Phillips 66 (PSX) stake by 0.03% in Q4 2023, buying an estimated $120 and bringing the position to 3,476 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #344.

WealthSource Partners first reported a position in PSX in Q2 2016 and has held it in 25 quarters since. The position peaked at $798K in Q1 2022. 1,791 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

  • WealthSource Partners held 3,476 shares of Phillips 66 worth $463K as of Q4 2023.
  • WealthSource Partners bought 1 Phillips 66 share in Q4 2023, an estimated $120.
  • Phillips 66 made up 0.03% of WealthSource Partners's portfolio in Q4 2023, its #344 holding.
  • WealthSource Partners first reported a position in Phillips 66 in Q2 2016 and has held it in 25 quarters since.
  • WealthSource Partners's Phillips 66 position peaked at $798K in Q1 2022.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.