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3Chopt Investment Partners’s Phillips 66 PSX Stock Holding History

3Chopt Investment 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
Q1 		– Sell
-222
Closed -$23.1K – 227
2022
Q4 		$23.1K Buy
+222
New +$22.7K 0.01% 237

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Fidelity Investments
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Aristotle Capital Management
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Bank of America
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Morgan Stanley
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3Chopt Investment Partners's PSX Position: Q1 2023 in Review

3Chopt Investment Partners sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 222 shares — an estimated $23.1K sold.

3Chopt Investment Partners first reported a position in PSX in Q4 2022 and held it in 1 quarter. The position peaked at $23.1K in Q4 2022. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

  • 3Chopt Investment Partners reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 222 Phillips 66 shares in Q1 2023, an estimated $23.1K.
  • 3Chopt Investment Partners first reported a position in Phillips 66 in Q4 2022 and held it in 1 quarter.
  • 3Chopt Investment Partners's Phillips 66 position peaked at $23.1K in Q4 2022.
  • 1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.