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Burleson & Co’s Phillips 66 PSX Stock Holding History

Burleson & Co’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
Q4 		$15.6K Hold
150
– – ﹤0.01% 244
2022
Q3 		$12K Hold
150
– – ﹤0.01% 270
2022
Q2 		$12K Hold
150
– – ﹤0.01% 259
2022
Q1 		$13K Hold
150
– – ﹤0.01% 260
2021
Q4 		$11K Hold
150
– – ﹤0.01% 261
2021
Q3 		$11K Hold
150
– – ﹤0.01% 256
2021
Q2 		$13K Hold
150
– – ﹤0.01% 254
2021
Q1 		$12K Buy
+150
New +$11.8K ﹤0.01% 249

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

Burleson & Co's PSX Position: Q4 2022 in Review

Burleson & Co held its Phillips 66 (PSX) position steady in Q4 2022 at 150 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Burleson & Co first reported a position in PSX in Q1 2021 and has held it in 8 quarters since. 1,573 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

  • Burleson & Co held 150 shares of Phillips 66 worth $15.6K as of Q4 2022.
  • Burleson & Co left its Phillips 66 share count unchanged in Q4 2022.
  • Phillips 66 made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #244 holding.
  • Burleson & Co first reported a position in Phillips 66 in Q1 2021 and has held it in 8 quarters since.
  • 1,573 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.