C
PSX icon

CFO4Life’s Phillips 66 PSX Stock Holding History

CFO4Life’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 		$983K Buy
+9,442
New +$966K 0.21% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

CFO4Life's PSX Position: Q4 2022 in Review

CFO4Life opened a new position in Phillips 66 (PSX) in Q4 2022: 9,442 shares worth $983K. The stake represents 0.21% of the portfolio and ranks #62 among its holdings.

1,573 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

  • CFO4Life held 9,442 shares of Phillips 66 worth $983K as of Q4 2022.
  • Phillips 66 was a new CFO4Life position in Q4 2022.
  • Phillips 66 made up 0.21% of CFO4Life's portfolio in Q4 2022, its #62 holding.
  • 1,573 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.