Cornerstone Retirement Group’s Phillips 66 PSX Stock Holding History

Cornerstone Retirement Group’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	$228K	Buy	+1,900	New	+$213K	0.07%	30

Other funds holding PSX

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

BlackRock New York $5.72T 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 $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Retirement Group's PSX Position: Q3 2023 in Review

Cornerstone Retirement Group opened a new position in Phillips 66 (PSX) in Q3 2023: 1,900 shares worth $228K. The stake represents 0.07% of the portfolio and ranks #30 among its holdings.

1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

Cornerstone Retirement Group held 1,900 shares of Phillips 66 worth $228K as of Q3 2023.
Phillips 66 was a new Cornerstone Retirement Group position in Q3 2023.
Phillips 66 made up 0.07% of Cornerstone Retirement Group's portfolio in Q3 2023, its #30 holding.
1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.