Endurance Wealth Management’s Phillips 66 PSX Stock Holding History

Endurance 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
2023 Q2	$55K	Buy	580 +50	+9%	+$4.86K	0.01%	326
2023 Q1	$54K	Hold	530	–	–	0.01%	336
2022 Q4	$55K	Hold	530	–	–	0.01%	316
2022 Q3	$43K	Hold	530	–	–	0.01%	342
2022 Q2	$43K	Hold	530	–	–	0.01%	344
2022 Q1	$46K	Sell	530 -150	-22%	-$12.6K	0.01%	356
2021 Q4	$49K	Buy	680 +90	+15%	+$6.8K	0.01%	354
2021 Q3	$41K	Hold	590	–	–	﹤0.01%	374
2021 Q2	$50K	Buy	590 +90	+18%	+$7.6K	0.01%	359
2021 Q1	$41K	Hold	500	–	–	﹤0.01%	379
2020 Q4	$35K	Sell	500 -5	-1%	-$294	﹤0.01%	361
2020 Q3	$26K	Sell	505 -25	-5%	-$1.53K	﹤0.01%	367
2020 Q2	$38K	Hold	530	–	–	0.01%	336
2020 Q1	$28K	Buy	530 +5	+1%	+$407	0.01%	338
2019 Q4	$58K	Hold	525	–	–	0.01%	267
2019 Q3	$54K	Hold	525	–	–	0.01%	275
2019 Q2	$49K	Sell	525 -100	-16%	-$8.97K	0.01%	271
2019 Q1	$59K	Hold	625	–	–	0.01%	255
2018 Q4	$54K	Hold	625	–	–	0.01%	250
2018 Q3	$70K	Hold	625	–	–	0.01%	250
2018 Q2	$70K	Hold	625	–	–	0.01%	245
2018 Q1	$60K	Hold	625	–	–	0.01%	270
2017 Q4	$63K	Hold	625	–	–	0.01%	256
2017 Q3	$57K	Sell	625 -752	-55%	-$63.7K	0.01%	257
2017 Q2	$114K	Hold	1,377	–	–	0.02%	212
2017 Q1	$109K	Hold	1,377	–	–	0.02%	212
2016 Q4	$119K	Hold	1,377	–	–	0.02%	202
2016 Q3	$112K	Hold	1,377	–	–	0.02%	209
2016 Q2	$109K	Hold	1,377	–	–	0.02%	204
2016 Q1	$119	Hold	1,377	–	–	0.02%	202
2015 Q4	$113K	Hold	1,377	–	–	0.02%	205
2015 Q3	$115K	Hold	1,377	–	–	0.02%	204
2015 Q2	$111K	Buy	+1,377	New	+$109K	0.02%	209

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

Endurance Wealth Management's PSX Position: Q2 2023 in Review

Endurance Wealth Management increased its Phillips 66 (PSX) stake by 9.4% in Q2 2023, buying an estimated $4.86K and bringing the position to 580 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #326.

Endurance Wealth Management first reported a position in PSX in Q2 2015 and has held it in 33 quarters since. The position peaked at $119K in Q4 2016. 1,540 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

Endurance Wealth Management held 580 shares of Phillips 66 worth $55K as of Q2 2023.
Endurance Wealth Management bought 50 Phillips 66 shares in Q2 2023, an estimated $4.86K.
Phillips 66 made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #326 holding.
Endurance Wealth Management first reported a position in Phillips 66 in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's Phillips 66 position peaked at $119K in Q4 2016.
1,540 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.