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Bedel Financial Consulting’s Phillips 66 PSX Stock Holding History

Bedel Financial Consulting’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 		– Sell
-1,249
Closed -$108K – 706
2022
Q1 		$108K Buy
1,249
+18
+1% +$1.51K 0.03% 264
2021
Q4 		$89K Sell
1,231
-28
-2% -$2.12K 0.03% 303
2021
Q3 		$88K Hold
1,259
– – 0.03% 297
2021
Q2 		$108K Buy
1,259
+350
+39% +$29.5K 0.04% 256
2021
Q1 		$74K Buy
909
+69
+8% +$5.41K 0.03% 309
2020
Q4 		$59K Sell
840
-100
-11% -$5.87K 0.03% 297
2020
Q3 		$49K Sell
940
-200
-18% -$12.2K 0.02% 302
2020
Q2 		$82K Sell
1,140
-7
-0.6% -$496 0.04% 218
2020
Q1 		$62K Sell
1,147
-806
-41% -$65.6K 0.04% 241
2019
Q4 		$218K Sell
1,953
-50
-2% -$5.62K 0.12% 134
2019
Q3 		$205K Buy
2,003
+23
+1% +$2.31K 0.12% 138
2019
Q2 		$185K Hold
1,980
– – 0.11% 145
2019
Q1 		$188K Hold
1,980
– – 0.12% 136
2018
Q4 		$171K Hold
1,980
– – 0.12% 133
2018
Q3 		$217K Hold
1,980
– – 0.14% 125
2018
Q2 		$222K Hold
1,980
– – 0.16% 122
2018
Q1 		$190K Hold
1,980
– – 0.14% 138
2017
Q4 		$200K Buy
+1,980
New +$188K 0.18% 129

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

Bedel Financial Consulting's PSX Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Phillips 66 (PSX) in Q2 2022, closing a stake of 1,249 shares — an estimated $108K sold.

Bedel Financial Consulting first reported a position in PSX in Q4 2017 and held it in 18 quarters. The position peaked at $222K in Q2 2018. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Phillips 66 position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,249 Phillips 66 shares in Q2 2022, an estimated $108K.
  • Bedel Financial Consulting first reported a position in Phillips 66 in Q4 2017 and held it in 18 quarters.
  • Bedel Financial Consulting's Phillips 66 position peaked at $222K in Q2 2018.
  • 1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.