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Engrave Wealth Partners’s Phillips 66 PSX Stock Holding History

Engrave Wealth Partners’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
Q4 		$367K Hold
2,760
– – 0.1% 56
2023
Q3 		$332K Buy
+2,760
New +$310K 0.1% 52
2022
Q1 		– Sell
-5,283
Closed -$383K – 68
2021
Q4 		$383K Buy
+5,283
New +$399K 0.11% 47
2020
Q3 		– Sell
-465
Closed -$33K – 331
2020
Q2 		$33K Hold
465
– – 0.03% 140
2020
Q1 		$24K Sell
465
-100
-18% -$8.14K 0.03% 143
2019
Q4 		$62K Buy
+565
New +$63.5K 0.06% 116

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Engrave Wealth Partners's PSX Position: Q4 2023 in Review

Engrave Wealth Partners held its Phillips 66 (PSX) position steady in Q4 2023 at 2,760 shares worth $367K. The position accounts for 0.1% of the portfolio, ranked #56.

Engrave Wealth Partners first reported a position in PSX in Q4 2019 and has held it in 6 quarters since. The position peaked at $383K in Q4 2021. 1,791 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

  • Engrave Wealth Partners held 2,760 shares of Phillips 66 worth $367K as of Q4 2023.
  • Engrave Wealth Partners left its Phillips 66 share count unchanged in Q4 2023.
  • Phillips 66 made up 0.1% of Engrave Wealth Partners's portfolio in Q4 2023, its #56 holding.
  • Engrave Wealth Partners first reported a position in Phillips 66 in Q4 2019 and has held it in 6 quarters since.
  • Engrave Wealth Partners's Phillips 66 position peaked at $383K in Q4 2021.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.