WWP
PSX icon

WR Wealth Planners’s Phillips 66 PSX Stock Holding History

WR Wealth Planners’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
Q4 		$80.6K Sell
708
-250
-26% -$31.8K 0.03% 261
2024
Q3 		$126K Buy
958
+192
+25% +$25.9K 0.04% 239
2024
Q2 		$108K Buy
766
+51
+7% +$7.55K 0.03% 242
2024
Q1 		$117K Buy
+715
New +$103K 0.04% 235
2023
Q4 		– Sell
-833
Closed -$100K – 682
2023
Q3 		$100K Sell
833
-30
-3% -$3.37K 0.04% 234
2023
Q2 		$82.3K Buy
863
+23
+3% +$2.24K 0.03% 266
2023
Q1 		$85.2K Buy
840
+640
+320% +$65.1K 0.04% 257
2022
Q4 		$20.8K Hold
200
– – 0.01% 216
2022
Q3 		$16.1K Hold
200
– – 0.01% 221
2022
Q2 		$16.4K Hold
200
– – 0.01% 243
2022
Q1 		$17.3K Buy
+200
New +$16.8K 0.01% 245

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

WR Wealth Planners's PSX Position: Q4 2024 in Review

WR Wealth Planners reduced its Phillips 66 (PSX) stake by 26% in Q4 2024, selling an estimated $31.8K and leaving 708 shares worth $80.6K. The position accounts for 0.03% of the portfolio, ranked #261.

WR Wealth Planners first reported a position in PSX in Q1 2022 and has held it in 11 quarters since. The position peaked at $126K in Q3 2024. 1,781 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • WR Wealth Planners held 708 shares of Phillips 66 worth $80.6K as of Q4 2024.
  • WR Wealth Planners sold 250 Phillips 66 shares in Q4 2024, an estimated $31.8K.
  • Phillips 66 made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #261 holding.
  • WR Wealth Planners first reported a position in Phillips 66 in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Phillips 66 position peaked at $126K in Q3 2024.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.