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AUA Capital Management’s Phillips 66 PSX Stock Holding History

AUA Capital 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
2023
Q1 		– Sell
-26
Closed -$2.71K – 275
2022
Q4 		$2.71K Hold
26
– – ﹤0.01% 237
2022
Q3 		$2K Sell
26
-2
-7% -$170 ﹤0.01% 271
2022
Q2 		$2K Hold
28
– – ﹤0.01% 283
2022
Q1 		$2K Hold
28
– – ﹤0.01% 296
2021
Q4 		$2K Hold
28
– – ﹤0.01% 292
2021
Q3 		$2K Hold
28
– – ﹤0.01% 284
2021
Q2 		$2K Hold
28
– – ﹤0.01% 278
2021
Q1 		$2K Hold
28
– – ﹤0.01% 282
2020
Q4 		$2K Hold
28
– – ﹤0.01% 276
2020
Q3 		$1K Buy
+28
New +$1.71K ﹤0.01% 305

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AUA Capital Management's PSX Position: Q1 2023 in Review

AUA Capital Management sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 26 shares — an estimated $2.71K sold.

AUA Capital Management first reported a position in PSX in Q3 2020 and held it in 10 quarters. The position peaked at $2.71K in Q4 2022. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

  • AUA Capital Management reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
  • AUA Capital Management sold 26 Phillips 66 shares in Q1 2023, an estimated $2.71K.
  • AUA Capital Management first reported a position in Phillips 66 in Q3 2020 and held it in 10 quarters.
  • AUA Capital Management's Phillips 66 position peaked at $2.71K in Q4 2022.
  • 1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.