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Alaethes Wealth’s Phillips 66 PSX Stock Holding History

Alaethes Wealth’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
Q2 		– Sell
-194
Closed -$17K – 251
2022
Q1 		$17K Hold
194
– – 0.01% 189
2021
Q4 		$14K Hold
194
– – 0.01% 184
2021
Q3 		$14K Hold
194
– – 0.01% 177
2021
Q2 		$17K Buy
+194
New +$16.4K 0.01% 164

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alaethes Wealth's PSX Position: Q2 2022 in Review

Alaethes Wealth sold out of Phillips 66 (PSX) in Q2 2022, closing a stake of 194 shares — an estimated $17K sold.

Alaethes Wealth first reported a position in PSX in Q2 2021 and held it in 4 quarters. The position peaked at $17K in Q1 2022. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

  • Alaethes Wealth reported no remaining Phillips 66 position as of Q2 2022 after selling out during the quarter.
  • Alaethes Wealth sold 194 Phillips 66 shares in Q2 2022, an estimated $17K.
  • Alaethes Wealth first reported a position in Phillips 66 in Q2 2021 and held it in 4 quarters.
  • Alaethes Wealth's Phillips 66 position peaked at $17K in Q1 2022.
  • 1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.