Affiance Financial’s Phillips 66 PSX Stock Holding History

Affiance Financial’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	-400	Closed	-$41.6K	–	343
2022 Q4	$41.6K	Buy	+400	New	+$40.9K	0.02%	179

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Affiance Financial's PSX Position: Q1 2023 in Review

Affiance Financial sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 400 shares — an estimated $41.6K sold.

Affiance Financial first reported a position in PSX in Q4 2022 and held it in 1 quarter. The position peaked at $41.6K in Q4 2022. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

Affiance Financial reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 400 Phillips 66 shares in Q1 2023, an estimated $41.6K.
Affiance Financial first reported a position in Phillips 66 in Q4 2022 and held it in 1 quarter.
Affiance Financial's Phillips 66 position peaked at $41.6K in Q4 2022.
1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.