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Crescent Capital Consulting’s Phillips 66 PSX Stock Holding History

Crescent Capital Consulting’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
2021
Q4 		$319K Buy
4,392
+10
+0.2% +$756 0.05% 143
2021
Q3 		$308K Buy
4,382
+500
+13% +$36.2K 0.06% 145
2021
Q2 		$332K Hold
3,882
– – 0.06% 136
2021
Q1 		$315K Hold
3,882
– – 0.07% 135
2020
Q4 		$271K Buy
+3,882
New +$228K 0.07% 131

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crescent Capital Consulting's PSX Position: Q4 2021 in Review

Crescent Capital Consulting increased its Phillips 66 (PSX) stake by 0.23% in Q4 2021, buying an estimated $756 and bringing the position to 4,392 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #143.

Crescent Capital Consulting first reported a position in PSX in Q4 2020 and has held it in 5 quarters since. The position peaked at $332K in Q2 2021. 1,357 funds tracked by Wall St. Rank hold PSX as of Q4 2021.

  • Crescent Capital Consulting held 4,392 shares of Phillips 66 worth $319K as of Q4 2021.
  • Crescent Capital Consulting bought 10 Phillips 66 shares in Q4 2021, an estimated $756.
  • Phillips 66 made up 0.05% of Crescent Capital Consulting's portfolio in Q4 2021, its #143 holding.
  • Crescent Capital Consulting first reported a position in Phillips 66 in Q4 2020 and has held it in 5 quarters since.
  • Crescent Capital Consulting's Phillips 66 position peaked at $332K in Q2 2021.
  • 1,357 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.