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C2C Wealth Management’s Phillips 66 PSX Stock Holding History

C2C Wealth 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
Q4 		– Sell
-6,267
Closed -$743K – 197
2023
Q3 		$743K Hold
6,267
– – 0.11% 103
2023
Q2 		$623K Hold
6,267
– – 0.08% 128
2023
Q1 		$664K Hold
6,267
– – 0.11% 117
2022
Q4 		$652K Hold
6,267
– – 0.11% 82
2022
Q3 		$566K Hold
6,267
– – 0.11% 96
2022
Q2 		$535K Hold
6,267
– – 0.1% 99
2022
Q1 		$567K Sell
6,267
-1,900
-23% -$160K 0.1% 106
2021
Q4 		$592K Buy
+8,167
New +$617K 0.09% 115

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

C2C Wealth Management's PSX Position: Q4 2023 in Review

C2C Wealth Management sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 6,267 shares — an estimated $743K sold.

C2C Wealth Management first reported a position in PSX in Q4 2021 and held it in 8 quarters. The position peaked at $743K in Q3 2023. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

  • C2C Wealth Management reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 6,267 Phillips 66 shares in Q4 2023, an estimated $743K.
  • C2C Wealth Management first reported a position in Phillips 66 in Q4 2021 and held it in 8 quarters.
  • C2C Wealth Management's Phillips 66 position peaked at $743K in Q3 2023.
  • 1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.