Capital Directions Investment Advisors’s Phillips 66 PSX Stock Holding History

Capital Directions Investment Advisors’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	-225	Closed	-$18K	–	240
2022 Q2	$18K	Hold	225	–	–	0.01%	183
2022 Q1	$19K	Buy	+225	New	+$18.9K	0.01%	200
2021 Q4	–	Sell	-330	Closed	-$23K	–	174
2021 Q3	$23K	Buy	330 +120	+57%	+$8.69K	0.01%	185
2021 Q2	$18K	Buy	+210	New	+$17.7K	0.01%	179
2020 Q4	–	Sell	-150	Closed	-$8K	–	197
2020 Q3	$8K	Hold	150	–	–	﹤0.01%	187
2020 Q2	$11K	Hold	150	–	–	﹤0.01%	186
2020 Q1	$8K	Hold	150	–	–	﹤0.01%	211
2019 Q4	$17K	Buy	150 +75	+100%	+$8.43K	0.01%	200
2019 Q3	$8K	Buy	+75	New	+$7.52K	﹤0.01%	220
2018 Q3	–	Sell	-325	Closed	-$37K	–	214
2018 Q2	$37K	Buy	+325	New	+$36.5K	0.02%	85

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Directions Investment Advisors's PSX Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of Phillips 66 (PSX) in Q3 2022, closing a stake of 225 shares — an estimated $18K sold.

Capital Directions Investment Advisors first reported a position in PSX in Q2 2018 and held it in 10 quarters. The position peaked at $37K in Q2 2018. 1,418 funds tracked by Wall St. Rank hold PSX as of Q3 2022.

Capital Directions Investment Advisors reported no remaining Phillips 66 position as of Q3 2022 after selling out during the quarter.
Capital Directions Investment Advisors sold 225 Phillips 66 shares in Q3 2022, an estimated $18K.
Capital Directions Investment Advisors first reported a position in Phillips 66 in Q2 2018 and held it in 10 quarters.
Capital Directions Investment Advisors's Phillips 66 position peaked at $37K in Q2 2018.
1,418 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.