Dover Advisors’s Phillips 66 PSX Stock Holding History

Dover 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
2023 Q2	–	Sell	-3,011	Closed	-$305K	–	110
2023 Q1	$305K	Buy	3,011 +342	+13%	+$34.8K	0.29%	83
2022 Q4	$278K	Buy	+2,669	New	+$273K	0.3%	80

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

Dover Advisors's PSX Position: Q2 2023 in Review

Dover Advisors sold out of Phillips 66 (PSX) in Q2 2023, closing a stake of 3,011 shares — an estimated $305K sold.

Dover Advisors first reported a position in PSX in Q4 2022 and held it in 2 quarters. The position peaked at $305K in Q1 2023. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

Dover Advisors reported no remaining Phillips 66 position as of Q2 2023 after selling out during the quarter.
Dover Advisors sold 3,011 Phillips 66 shares in Q2 2023, an estimated $305K.
Dover Advisors first reported a position in Phillips 66 in Q4 2022 and held it in 2 quarters.
Dover Advisors's Phillips 66 position peaked at $305K in Q1 2023.
1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on Dover Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.