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Clearview Wealth Advisors’s Phillips 66 PSX Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-745
Closed -$71.1K – 489
2023
Q2 		$71.1K Buy
745
+1
+0.1% +$97 0.07% 171
2023
Q1 		$75.5K Hold
744
– – 0.08% 166
2022
Q4 		$77.5K Buy
744
+83
+13% +$8.49K 0.06% 137
2022
Q3 		$53K Hold
661
– – 0.04% 162
2022
Q2 		$54K Hold
661
– – 0.04% 178
2022
Q1 		$57K Sell
661
-301
-31% -$25.3K 0.04% 186
2021
Q4 		$70K Sell
962
-932
-49% -$70.4K 0.04% 202
2021
Q3 		$133K Buy
1,894
+1
+0.1% +$72 0.08% 137
2021
Q2 		$163K Buy
1,893
+13
+0.7% +$1.1K 0.1% 126
2021
Q1 		$153K Buy
1,880
+13
+0.7% +$1.02K 0.1% 124
2020
Q4 		$131K Buy
+1,867
New +$110K 0.09% 124

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Clearview Wealth Advisors's PSX Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Phillips 66 (PSX) in Q3 2023, closing a stake of 745 shares — an estimated $71.1K sold.

Clearview Wealth Advisors first reported a position in PSX in Q4 2020 and held it in 11 quarters. The position peaked at $163K in Q2 2021. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Phillips 66 position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 745 Phillips 66 shares in Q3 2023, an estimated $71.1K.
  • Clearview Wealth Advisors first reported a position in Phillips 66 in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Phillips 66 position peaked at $163K in Q2 2021.
  • 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.