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Castle Wealth Management’s Phillips 66 PSX Stock Holding History

Castle 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
2022
Q4 		– Sell
-493
Closed -$40K – 484
2022
Q3 		$40K Hold
493
– – 0.02% 240
2022
Q2 		$40K Buy
+493
New +$45.6K 0.02% 239

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

Castle Wealth Management's PSX Position: Q4 2022 in Review

Castle Wealth Management sold out of Phillips 66 (PSX) in Q4 2022, closing a stake of 493 shares — an estimated $40K sold.

Castle Wealth Management first reported a position in PSX in Q2 2022 and held it in 2 quarters. The position peaked at $40K in Q3 2022. 1,573 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

  • Castle Wealth Management reported no remaining Phillips 66 position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 493 Phillips 66 shares in Q4 2022, an estimated $40K.
  • Castle Wealth Management first reported a position in Phillips 66 in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Phillips 66 position peaked at $40K in Q3 2022.
  • 1,573 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.