55I LLC’s Phillips 66 PSX Stock Holding History

55I LLC’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	$429K	Buy	+5,314	New	+$453K	0.01%	417

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

55I LLC's PSX Position: Q3 2022 in Review

55I LLC opened a new position in Phillips 66 (PSX) in Q3 2022: 5,314 shares worth $429K. The stake represents 0.01% of the portfolio and ranks #417 among its holdings.

1,417 funds tracked by Wall St. Rank hold PSX as of Q3 2022.

55I LLC held 5,314 shares of Phillips 66 worth $429K as of Q3 2022.
Phillips 66 was a new 55I LLC position in Q3 2022.
Phillips 66 made up 0.01% of 55I LLC's portfolio in Q3 2022, its #417 holding.
1,417 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.