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Acrisure Capital Management’s Phillips 66 PSX Stock Holding History

Acrisure Capital Management’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
Q2 		– Sell
-4,038
Closed -$409K – 189
2023
Q1 		$409K Buy
+4,038
New +$411K 0.41% 77

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Wellington Management Group
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Geode Capital Management
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Aristotle Capital Management
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Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acrisure Capital Management's PSX Position: Q2 2023 in Review

Acrisure Capital Management sold out of Phillips 66 (PSX) in Q2 2023, closing a stake of 4,038 shares — an estimated $409K sold.

Acrisure Capital Management first reported a position in PSX in Q1 2023 and held it in 1 quarter. The position peaked at $409K in Q1 2023. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

  • Acrisure Capital Management reported no remaining Phillips 66 position as of Q2 2023 after selling out during the quarter.
  • Acrisure Capital Management sold 4,038 Phillips 66 shares in Q2 2023, an estimated $409K.
  • Acrisure Capital Management first reported a position in Phillips 66 in Q1 2023 and held it in 1 quarter.
  • Acrisure Capital Management's Phillips 66 position peaked at $409K in Q1 2023.
  • 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on Acrisure Capital Management's 13F filing for Q2 2023.