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Ellevest Inc’s Phillips 66 PSX Stock Holding History

Ellevest Inc’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
-99
Closed -$10K – 1304
2023
Q1 		$10K Buy
+99
New +$10.1K ﹤0.01% 1036
2022
Q3 		– Sell
-4
Closed – – 1804
2022
Q2 		$0 Buy
+4
New +$370 ﹤0.01% 1625
2022
Q1 		– Sell
-135
Closed -$10K – 1592
2021
Q4 		$10K Buy
+135
New +$10.2K ﹤0.01% 862
2020
Q4 		– Sell
-149
Closed -$8K – 1318
2020
Q3 		$8K Buy
149
+135
+964% +$8.24K ﹤0.01% 692
2020
Q2 		$1K Sell
14
-87
-86% -$6.16K ﹤0.01% 1043
2020
Q1 		$5K Sell
101
-111
-52% -$9.03K ﹤0.01% 651
2019
Q4 		$24K Hold
212
– – 0.01% 385
2019
Q3 		$22K Buy
212
+23
+12% +$2.31K 0.01% 172
2019
Q2 		$18K Buy
189
+89
+89% +$7.99K 0.01% 207
2019
Q1 		$10K Hold
100
– – ﹤0.01% 193
2018
Q4 		$9K Buy
+100
New +$9.77K ﹤0.01% 385

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

Ellevest Inc's PSX Position: Q2 2023 in Review

Ellevest Inc sold out of Phillips 66 (PSX) in Q2 2023, closing a stake of 99 shares — an estimated $10K sold.

Ellevest Inc first reported a position in PSX in Q4 2018 and held it in 11 quarters. The position peaked at $24K in Q4 2019. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

  • Ellevest Inc reported no remaining Phillips 66 position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 99 Phillips 66 shares in Q2 2023, an estimated $10K.
  • Ellevest Inc first reported a position in Phillips 66 in Q4 2018 and held it in 11 quarters.
  • Ellevest Inc's Phillips 66 position peaked at $24K in Q4 2019.
  • 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.