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EA Series Trust’s Phillips 66 PSX Stock Holding History

EA Series Trust’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 		$14.3M Buy
+150,433
New +$14.6M 0.5% 21

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EA Series Trust's PSX Position: Q2 2023 in Review

EA Series Trust opened a new position in Phillips 66 (PSX) in Q2 2023: 150,433 shares worth $14.3M. The stake represents 0.5% of the portfolio and ranks #21 among its holdings.

1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

  • EA Series Trust held 150,433 shares of Phillips 66 worth $14.3M as of Q2 2023.
  • Phillips 66 was a new EA Series Trust position in Q2 2023.
  • Phillips 66 made up 0.5% of EA Series Trust's portfolio in Q2 2023, its #21 holding.
  • 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.