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Comprehensive Financial Consultants Institutional’s Phillips 66 PSX Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-642
Closed -$54K – 403
2021
Q4 		$54K Buy
+642
New +$48.5K 0.03% 229

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's PSX Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Phillips 66 (PSX) in Q1 2022, closing a stake of 642 shares — an estimated $54K sold.

Comprehensive Financial Consultants Institutional first reported a position in PSX in Q4 2021 and held it in 1 quarter. The position peaked at $54K in Q4 2021. 1,450 funds tracked by Wall St. Rank hold PSX as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Phillips 66 position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 642 Phillips 66 shares in Q1 2022, an estimated $54K.
  • Comprehensive Financial Consultants Institutional first reported a position in Phillips 66 in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Phillips 66 position peaked at $54K in Q4 2021.
  • 1,450 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.