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Dixon Hughes Goodman Wealth Advisors’s Phillips 66 PSX Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 		$56K Buy
649
+1
+0.2% +$84 0.02% 299
2021
Q4 		$47K Buy
+648
New +$49K 0.02% 269

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
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

Dixon Hughes Goodman Wealth Advisors's PSX Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Phillips 66 (PSX) stake by 0.15% in Q1 2022, buying an estimated $84 and bringing the position to 649 shares worth $56K. The position accounts for 0.02% of the portfolio, ranked #299.

Dixon Hughes Goodman Wealth Advisors first reported a position in PSX in Q4 2021 and has held it in 2 quarters since. 1,450 funds tracked by Wall St. Rank hold PSX as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 649 shares of Phillips 66 worth $56K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1 Phillips 66 share in Q1 2022, an estimated $84.
  • Phillips 66 made up 0.02% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #299 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Phillips 66 in Q4 2021 and has held it in 2 quarters since.
  • 1,450 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.