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Cunning Capital Partners’s Phillips 66 PSX Stock Holding History

Cunning Capital Partners’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
Q4 		– Sell
-19,750
Closed -$2.37M – 90
2023
Q3 		$2.37M Buy
+19,750
New +$2.22M 1.56% 14
2023
Q2 		– Sell
-19,750
Closed -$1.92M – 26
2023
Q1 		$2M Hold
19,750
– – 1.36% 21
2022
Q4 		$2.06M Hold
19,750
– – 1.46% 18
2022
Q3 		$1.59M Buy
19,750
+3,950
+25% +$337K 1.26% 25
2022
Q2 		$1.29M Buy
+15,800
New +$1.46M 1% 64

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cunning Capital Partners's PSX Position: Q4 2023 in Review

Cunning Capital Partners sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 19,750 shares — an estimated $2.37M sold.

Cunning Capital Partners first reported a position in PSX in Q2 2022 and held it in 5 quarters. The position peaked at $2.37M in Q3 2023. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

  • Cunning Capital Partners reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
  • Cunning Capital Partners sold 19,750 Phillips 66 shares in Q4 2023, an estimated $2.37M.
  • Cunning Capital Partners first reported a position in Phillips 66 in Q2 2022 and held it in 5 quarters.
  • Cunning Capital Partners's Phillips 66 position peaked at $2.37M in Q3 2023.
  • 1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on Cunning Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.