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Clear Perspectives Financial Planning’s Phillips 66 PSX Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$20.7K Hold
204
– – 0.01% 111
2022
Q4 		$21.3K Hold
204
– – 0.01% 119
2022
Q3 		$16K Buy
204
+187
+1,100% +$15.9K 0.01% 133
2022
Q2 		$1K Hold
17
– – ﹤0.01% 208
2022
Q1 		$1K Hold
17
– – ﹤0.01% 211
2021
Q4 		$1K Hold
17
– – ﹤0.01% 221
2021
Q3 		$1K Buy
+17
New +$1.23K ﹤0.01% 208

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Perspectives Financial Planning's PSX Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Phillips 66 (PSX) position steady in Q1 2023 at 204 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #111.

Clear Perspectives Financial Planning first reported a position in PSX in Q3 2021 and has held it in 7 quarters since. The position peaked at $21.3K in Q4 2022. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

  • Clear Perspectives Financial Planning held 204 shares of Phillips 66 worth $20.7K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Phillips 66 share count unchanged in Q1 2023.
  • Phillips 66 made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #111 holding.
  • Clear Perspectives Financial Planning first reported a position in Phillips 66 in Q3 2021 and has held it in 7 quarters since.
  • Clear Perspectives Financial Planning's Phillips 66 position peaked at $21.3K in Q4 2022.
  • 1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.