BDO Wealth Advisors’s Phillips 66 PSX Stock Holding History

BDO Wealth Advisors’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 Q2	$105K	Buy	1,100 +101	+10%	+$9.82K	0.01%	336
2023 Q1	$101K	Hold	999	–	–	0.01%	325
2022 Q4	$104K	Hold	999	–	–	0.01%	325
2022 Q3	$81K	Hold	999	–	–	0.01%	347
2022 Q2	$82K	Hold	999	–	–	0.01%	351
2022 Q1	$86K	Hold	999	–	–	0.01%	355
2021 Q4	$72K	Hold	999	–	–	0.01%	392
2021 Q3	$70K	Hold	999	–	–	0.01%	396
2021 Q2	$86K	Hold	999	–	–	0.01%	390
2021 Q1	$81K	Buy	999 +939	+1,565%	+$73.7K	0.01%	384
2020 Q4	$4K	Sell	60 -284	-83%	-$16.7K	﹤0.01%	676
2020 Q3	$18K	Hold	344	–	–	﹤0.01%	434
2020 Q2	$25K	Sell	344 -60	-15%	-$4.25K	﹤0.01%	400
2020 Q1	$22K	Hold	404	–	–	﹤0.01%	438
2019 Q4	$45K	Sell	404 -218	-35%	-$24.5K	0.01%	311
2019 Q3	$64K	Hold	622	–	–	0.02%	291
2019 Q2	$58K	Hold	622	–	–	0.02%	293
2019 Q1	$59K	Hold	622	–	–	0.02%	264
2018 Q4	$54K	Buy	622 +120	+24%	+$11.7K	0.02%	254
2018 Q3	$57K	Hold	502	–	–	0.02%	276
2018 Q2	$56K	Buy	+502	New	+$56.4K	0.02%	280

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BDO Wealth Advisors's PSX Position: Q2 2023 in Review

BDO Wealth Advisors increased its Phillips 66 (PSX) stake by 10% in Q2 2023, buying an estimated $9.82K and bringing the position to 1,100 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #336.

BDO Wealth Advisors first reported a position in PSX in Q2 2018 and has held it in 21 quarters since. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

BDO Wealth Advisors held 1,100 shares of Phillips 66 worth $105K as of Q2 2023.
BDO Wealth Advisors bought 101 Phillips 66 shares in Q2 2023, an estimated $9.82K.
Phillips 66 made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #336 holding.
BDO Wealth Advisors first reported a position in Phillips 66 in Q2 2018 and has held it in 21 quarters since.
1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.