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Annapolis Financial Services’s Phillips 66 PSX Stock Holding History

Annapolis Financial Services’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
Q1 		– Sell
-80
Closed -$6K – 499
2021
Q4 		$6K Buy
80
+31
+63% +$2.34K ﹤0.01% 331
2021
Q3 		$3K Hold
49
– – ﹤0.01% 379
2021
Q2 		$4K Buy
+49
New +$4.14K ﹤0.01% 338

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Annapolis Financial Services's PSX Position: Q1 2022 in Review

Annapolis Financial Services sold out of Phillips 66 (PSX) in Q1 2022, closing a stake of 80 shares — an estimated $6K sold.

Annapolis Financial Services first reported a position in PSX in Q2 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 1,450 funds tracked by Wall St. Rank hold PSX as of Q1 2022.

  • Annapolis Financial Services reported no remaining Phillips 66 position as of Q1 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 80 Phillips 66 shares in Q1 2022, an estimated $6K.
  • Annapolis Financial Services first reported a position in Phillips 66 in Q2 2021 and held it in 3 quarters.
  • Annapolis Financial Services's Phillips 66 position peaked at $6K in Q4 2021.
  • 1,450 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2022.

Based on Annapolis Financial Services's 13F filing for Q1 2022, filed 29 Apr 2022.