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Brainard Capital Management’s Phillips 66 PSX Stock Holding History

Brainard 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 		$221K Sell
2,178
-398
-15% -$40.5K 0.17% 76
2022
Q4 		$268K Buy
+2,576
New +$263K 0.23% 65

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Brainard Capital Management reduced its Phillips 66 (PSX) stake by 15% in Q1 2023, selling an estimated $40.5K and leaving 2,178 shares worth $221K. The position accounts for 0.17% of the portfolio, ranked #76.

Brainard Capital Management first reported a position in PSX in Q4 2022 and has held it in 2 quarters since. The position peaked at $268K in Q4 2022. 1,570 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

  • Brainard Capital Management held 2,178 shares of Phillips 66 worth $221K as of Q1 2023.
  • Brainard Capital Management sold 398 Phillips 66 shares in Q1 2023, an estimated $40.5K.
  • Phillips 66 made up 0.17% of Brainard Capital Management's portfolio in Q1 2023, its #76 holding.
  • Brainard Capital Management first reported a position in Phillips 66 in Q4 2022 and has held it in 2 quarters since.
  • Brainard Capital Management's Phillips 66 position peaked at $268K in Q4 2022.
  • 1,570 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.