Family CFO’s Phillips 66 PSX Stock Holding History

Family CFO’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	–	Sell	-50	Closed	-$6.01K	–	80
2023 Q3	$6.01K	Buy	+50	New	+$5.61K	﹤0.01%	66

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Family CFO's PSX Position: Q4 2023 in Review

Family CFO sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 50 shares — an estimated $6.01K sold.

Family CFO first reported a position in PSX in Q3 2023 and held it in 1 quarter. The position peaked at $6.01K in Q3 2023. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

Family CFO reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
Family CFO sold 50 Phillips 66 shares in Q4 2023, an estimated $6.01K.
Family CFO first reported a position in Phillips 66 in Q3 2023 and held it in 1 quarter.
Family CFO's Phillips 66 position peaked at $6.01K in Q3 2023.
1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on Family CFO's 13F filing for Q4 2023, filed 31 Jan 2024.