DB Wealth Management Group’s Phillips 66 PSX Stock Holding History

DB Wealth Management 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 Q4	$57.9K	Hold	435	–	–	0.03%	154
2023 Q3	$52.3K	Hold	435	–	–	0.03%	160
2023 Q2	$41.5K	Hold	435	–	–	0.03%	168
2023 Q1	$44.1K	Hold	435	–	–	0.03%	157
2022 Q4	$45.3K	Hold	435	–	–	0.03%	154
2022 Q3	$35K	Hold	435	–	–	0.03%	176
2022 Q2	$36K	Hold	435	–	–	0.02%	181
2022 Q1	$38K	Hold	435	–	–	0.02%	190
2021 Q4	$32K	Hold	435	–	–	0.02%	198
2021 Q3	$30K	Hold	435	–	–	0.02%	200
2021 Q2	$37K	Hold	435	–	–	0.02%	182
2021 Q1	$35K	Hold	435	–	–	0.02%	190
2020 Q4	$30K	Buy	+435	New	+$25.5K	0.02%	192

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DB Wealth Management Group's PSX Position: Q4 2023 in Review

DB Wealth Management Group held its Phillips 66 (PSX) position steady in Q4 2023 at 435 shares worth $57.9K. The position accounts for 0.03% of the portfolio, ranked #154.

DB Wealth Management Group first reported a position in PSX in Q4 2020 and has held it in 13 quarters since. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

DB Wealth Management Group held 435 shares of Phillips 66 worth $57.9K as of Q4 2023.
DB Wealth Management Group left its Phillips 66 share count unchanged in Q4 2023.
Phillips 66 made up 0.03% of DB Wealth Management Group's portfolio in Q4 2023, its #154 holding.
DB Wealth Management Group first reported a position in Phillips 66 in Q4 2020 and has held it in 13 quarters since.
1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.