Alpha Financial Partners’s Phillips 66 PSX Stock Holding History

Alpha Financial Partners’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 Q4	–	Sell	-1,795	Closed	-$216K	–	89
2023 Q3	$216K	Buy	+1,795	New	+$201K	0.25%	77

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alpha Financial Partners's PSX Position: Q4 2023 in Review

Alpha Financial Partners sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 1,795 shares — an estimated $216K sold.

Alpha Financial Partners first reported a position in PSX in Q3 2023 and held it in 1 quarter. The position peaked at $216K in Q3 2023. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

Alpha Financial Partners reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
Alpha Financial Partners sold 1,795 Phillips 66 shares in Q4 2023, an estimated $216K.
Alpha Financial Partners first reported a position in Phillips 66 in Q3 2023 and held it in 1 quarter.
Alpha Financial Partners's Phillips 66 position peaked at $216K in Q3 2023.
1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on Alpha Financial Partners's 13F filing for Q4 2023, filed 29 Jan 2024.