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Advanced Research Investment Solutions’s Phillips 66 PSX Stock Holding History

Advanced Research Investment Solutions’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
Q4 		– Sell
-942
Closed -$76K – 121
2022
Q3 		$76K Buy
+942
New +$80.3K 0.05% 73

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Aristotle Capital Management
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Bank of America
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Wellington Management Group
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Advanced Research Investment Solutions's PSX Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Phillips 66 (PSX) in Q4 2022, closing a stake of 942 shares — an estimated $76K sold.

Advanced Research Investment Solutions first reported a position in PSX in Q3 2022 and held it in 1 quarter. The position peaked at $76K in Q3 2022. 1,573 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining Phillips 66 position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 942 Phillips 66 shares in Q4 2022, an estimated $76K.
  • Advanced Research Investment Solutions first reported a position in Phillips 66 in Q3 2022 and held it in 1 quarter.
  • Advanced Research Investment Solutions's Phillips 66 position peaked at $76K in Q3 2022.
  • 1,573 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.