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Column Capital Advisors’s Phillips 66 PSX Stock Holding History

Column Capital 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 		$1.2K Hold
10
– – ﹤0.01% 722
2023
Q2 		$954 Hold
10
– – ﹤0.01% 754
2023
Q1 		$1.01K Sell
10
-13
-57% -$1.32K ﹤0.01% 770
2022
Q4 		$2.39K Buy
23
+13
+130% +$1.33K ﹤0.01% 685
2022
Q3 		$1K Hold
10
– – ﹤0.01% 693
2022
Q2 		$1K Hold
10
– – ﹤0.01% 694
2022
Q1 		$1K Sell
10
-9
-47% -$757 ﹤0.01% 698
2021
Q4 		$1K Sell
19
-15
-44% -$1.13K ﹤0.01% 745
2021
Q3 		$2K Sell
34
-28
-45% -$2.03K ﹤0.01% 639
2021
Q2 		$5K Hold
62
– – ﹤0.01% 555
2021
Q1 		$5K Hold
62
– – ﹤0.01% 538
2020
Q4 		$4K Hold
62
– – ﹤0.01% 557
2020
Q3 		$3K Sell
62
-152
-71% -$9.28K ﹤0.01% 571
2020
Q2 		$15K Buy
214
+152
+245% +$10.8K 0.01% 417
2020
Q1 		$3K Hold
62
– – ﹤0.01% 548
2019
Q4 		$6K Buy
+62
New +$6.96K ﹤0.01% 516

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 $1.55T AUM 33.47% 1-Year Est. Return

Column Capital Advisors's PSX Position: Q3 2023 in Review

Column Capital Advisors held its Phillips 66 (PSX) position steady in Q3 2023 at 10 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Column Capital Advisors first reported a position in PSX in Q4 2019 and has held it in 16 quarters since. The position peaked at $15K in Q2 2020. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • Column Capital Advisors held 10 shares of Phillips 66 worth $1.2K as of Q3 2023.
  • Column Capital Advisors left its Phillips 66 share count unchanged in Q3 2023.
  • Phillips 66 made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #722 holding.
  • Column Capital Advisors first reported a position in Phillips 66 in Q4 2019 and has held it in 16 quarters since.
  • Column Capital Advisors's Phillips 66 position peaked at $15K in Q2 2020.
  • 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.