1834 Investment Advisors’s Phillips 66 PSX Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-93	Closed	-$8K	–	388
2022 Q2	$8K	Hold	93	–	–	﹤0.01%	387
2022 Q1	$8K	Hold	93	–	–	﹤0.01%	370
2021 Q4	$7K	Sell	93 -50	-35%	-$3.78K	﹤0.01%	404
2021 Q3	$10K	Sell	143 -100	-41%	-$7.24K	﹤0.01%	395
2021 Q2	$21K	Buy	243 +93	+62%	+$7.85K	﹤0.01%	359
2021 Q1	$12K	Sell	150 -250	-63%	-$19.6K	﹤0.01%	371
2020 Q4	$28K	Hold	400	–	–	﹤0.01%	299
2020 Q3	$21K	Hold	400	–	–	﹤0.01%	303
2020 Q2	$29K	Hold	400	–	–	﹤0.01%	273
2020 Q1	$21K	Hold	400	–	–	﹤0.01%	293
2019 Q4	$45K	Sell	400 -100	-20%	-$11.2K	0.01%	283
2019 Q3	$51K	Buy	500 +150	+43%	+$15K	0.01%	277
2019 Q2	$33K	Hold	350	–	–	0.01%	309
2019 Q1	$33K	Sell	350 -400	-53%	-$38K	0.01%	304
2018 Q4	$65K	Hold	750	–	–	0.01%	248
2018 Q3	$85K	Hold	750	–	–	0.01%	245
2018 Q2	$84K	Sell	750 -200	-21%	-$22.5K	0.01%	239
2018 Q1	$91K	Sell	950 -847	-47%	-$82.5K	0.02%	228
2017 Q4	$182K	Buy	+1,797	New	+$171K	0.03%	184

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1834 Investment Advisors's PSX Position: Q3 2022 in Review

1834 Investment Advisors sold out of Phillips 66 (PSX) in Q3 2022, closing a stake of 93 shares — an estimated $8K sold.

1834 Investment Advisors first reported a position in PSX in Q4 2017 and held it in 19 quarters. The position peaked at $182K in Q4 2017. 1,417 funds tracked by Wall St. Rank hold PSX as of Q3 2022.

1834 Investment Advisors reported no remaining Phillips 66 position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 93 Phillips 66 shares in Q3 2022, an estimated $8K.
1834 Investment Advisors first reported a position in Phillips 66 in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's Phillips 66 position peaked at $182K in Q4 2017.
1,417 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.