Align Wealth Management’s Phillips 66 PSX Stock Holding History

Align Wealth 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
2022 Q4	$28.4K	Buy	+352	New	+$36K	0.02%	93

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Align Wealth Management's PSX Position: Q4 2022 in Review

Align Wealth Management opened a new position in Phillips 66 (PSX) in Q4 2022: 352 shares worth $28.4K. The stake represents 0.02% of the portfolio and ranks #93 among its holdings.

1,572 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

Align Wealth Management held 352 shares of Phillips 66 worth $28.4K as of Q4 2022.
Phillips 66 was a new Align Wealth Management position in Q4 2022.
Phillips 66 made up 0.02% of Align Wealth Management's portfolio in Q4 2022, its #93 holding.
1,572 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.