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Altium Wealth Management’s Phillips 66 PSX Stock Holding History

Altium 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
Q2 		$405K Buy
4,944
+28
+0.6% +$2.59K 0.03% 266
2022
Q1 		$425K Sell
4,916
-281
-5% -$23.6K 0.03% 277
2021
Q4 		$377K Sell
5,197
-856
-14% -$64.7K 0.02% 299
2021
Q3 		$424K Hold
6,053
– – 0.03% 253
2021
Q2 		$519K Sell
6,053
-306
-5% -$25.8K 0.04% 219
2021
Q1 		$519K Sell
6,359
-128
-2% -$10K 0.04% 209
2020
Q4 		$454K Buy
6,487
+510
+9% +$29.9K 0.04% 217
2020
Q3 		$310K Sell
5,977
-443
-7% -$27K 0.03% 258
2020
Q2 		$462K Sell
6,420
-819
-11% -$58K 0.05% 176
2020
Q1 		$388K Buy
7,239
+32
+0.4% +$2.6K 0.05% 167
2019
Q4 		$803K Sell
7,207
-183
-2% -$20.6K 0.1% 119
2019
Q3 		$757K Buy
7,390
+521
+8% +$52.2K 0.1% 119
2019
Q2 		$643K Buy
6,869
+826
+14% +$74.1K 0.09% 139
2019
Q1 		$575K Buy
6,043
+267
+5% +$25.4K 0.09% 147
2018
Q4 		$498K Buy
5,776
+1,226
+27% +$120K 0.1% 147
2018
Q3 		$513K Buy
4,550
+105
+2% +$12.1K 0.1% 150
2018
Q2 		$499K Buy
4,445
+1,292
+41% +$145K 0.13% 117
2018
Q1 		$302K Buy
3,153
+522
+20% +$50.8K 0.12% 124
2017
Q4 		$266K Buy
+2,631
New +$250K 0.12% 135

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

Altium Wealth Management's PSX Position: Q2 2022 in Review

Altium Wealth Management increased its Phillips 66 (PSX) stake by 0.57% in Q2 2022, buying an estimated $2.59K and bringing the position to 4,944 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #266.

Altium Wealth Management first reported a position in PSX in Q4 2017 and has held it in 19 quarters since. The position peaked at $803K in Q4 2019. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

  • Altium Wealth Management held 4,944 shares of Phillips 66 worth $405K as of Q2 2022.
  • Altium Wealth Management bought 28 Phillips 66 shares in Q2 2022, an estimated $2.59K.
  • Phillips 66 made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #266 holding.
  • Altium Wealth Management first reported a position in Phillips 66 in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Phillips 66 position peaked at $803K in Q4 2019.
  • 1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.