Elmwood Wealth Management’s Phillips 66 PSX Stock Holding History

Elmwood Wealth Management’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	–	Sell	-750	Closed	-$54K	–	267
2021 Q4	$54K	Buy	+750	New	+$56.7K	0.03%	187
2021 Q2	$64K	Hold	750	–	–	0.03%	157
2021 Q1	$61K	Buy	+750	New	+$58.8K	0.04%	155
2020 Q2	–	Sell	-77	Closed	-$7.35K	–	316
2020 Q1	$7.35K	Buy	+77	New	+$6.27K	0.01%	206
2019 Q4	–	Sell	-56	Closed	-$6K	–	205
2019 Q3	$6K	Buy	56 +1	+2%	+$100	0.01%	203
2019 Q2	$5K	Hold	55	–	–	﹤0.01%	231
2019 Q1	$5K	Sell	55 -23	-29%	-$2.19K	﹤0.01%	224
2018 Q4	$7K	Buy	78 +1	+1%	+$98	0.01%	211
2018 Q3	$8.72K	Buy	77 +1	+1%	+$116	0.01%	208
2018 Q2	$8.64K	Sell	76 -1	-1%	-$112	0.01%	206
2018 Q1	$7.35K	Buy	+77	New	+$7.5K	0.01%	206

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elmwood Wealth Management's PSX Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Phillips 66 (PSX) in Q1 2022, closing a stake of 750 shares — an estimated $54K sold.

Elmwood Wealth Management first reported a position in PSX in Q1 2018 and held it in 11 quarters. The position peaked at $64K in Q2 2021. 1,450 funds tracked by Wall St. Rank hold PSX as of Q1 2022.

Elmwood Wealth Management reported no remaining Phillips 66 position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 750 Phillips 66 shares in Q1 2022, an estimated $54K.
Elmwood Wealth Management first reported a position in Phillips 66 in Q1 2018 and held it in 11 quarters.
Elmwood Wealth Management's Phillips 66 position peaked at $64K in Q2 2021.
1,450 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.