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Better Money Decisions’s Phillips 66 PSX Stock Holding History

Better Money Decisions’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
-584
Closed -$48K – 339
2022
Q2 		$48K Buy
+584
New +$54K 0.04% 147
2021
Q4 		– Sell
-623
Closed -$44K – 444
2021
Q3 		$44K Hold
623
– – 0.04% 172
2021
Q2 		$53K Hold
623
– – 0.05% 150
2021
Q1 		$51K Buy
+623
New +$48.9K 0.05% 127

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
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

Better Money Decisions's PSX Position: Q3 2022 in Review

Better Money Decisions sold out of Phillips 66 (PSX) in Q3 2022, closing a stake of 584 shares — an estimated $48K sold.

Better Money Decisions first reported a position in PSX in Q1 2021 and held it in 4 quarters. The position peaked at $53K in Q2 2021. 1,417 funds tracked by Wall St. Rank hold PSX as of Q3 2022.

  • Better Money Decisions reported no remaining Phillips 66 position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 584 Phillips 66 shares in Q3 2022, an estimated $48K.
  • Better Money Decisions first reported a position in Phillips 66 in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Phillips 66 position peaked at $53K in Q2 2021.
  • 1,417 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.