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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 London, United Kingdom $280B 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 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