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Aspen Investment Management’s Phillips 66 PSX Stock Holding History

Aspen Investment 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
Q3 		– Sell
-5,818
Closed -$477K – 138
2022
Q2 		$477K Buy
+5,818
New +$538K 0.3% 96

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

Aspen Investment Management's PSX Position: Q3 2022 in Review

Aspen Investment Management sold out of Phillips 66 (PSX) in Q3 2022, closing a stake of 5,818 shares — an estimated $477K sold.

Aspen Investment Management first reported a position in PSX in Q2 2022 and held it in 1 quarter. The position peaked at $477K in Q2 2022. 1,418 funds tracked by Wall St. Rank hold PSX as of Q3 2022.

  • Aspen Investment Management reported no remaining Phillips 66 position as of Q3 2022 after selling out during the quarter.
  • Aspen Investment Management sold 5,818 Phillips 66 shares in Q3 2022, an estimated $477K.
  • Aspen Investment Management first reported a position in Phillips 66 in Q2 2022 and held it in 1 quarter.
  • Aspen Investment Management's Phillips 66 position peaked at $477K in Q2 2022.
  • 1,418 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2022.

Based on Aspen Investment Management's 13F filing for Q3 2022, filed 9 Nov 2022.