Financial Enhancement Group’s Phillips 66 PSX Stock Holding History

Financial Enhancement Group’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 Q4	–	Sell	-640	Closed	-$52K	–	271
2022 Q3	$52K	Buy	640 +626	+4,471%	+$53.4K	0.01%	136
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	287
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	294
2021 Q4	$1K	Buy	+14	New	+$1.06K	﹤0.01%	260
2020 Q2	–	Sell	-30	Closed	-$2K	–	290
2020 Q1	$2K	Sell	30 -89	-75%	-$7.24K	﹤0.01%	247
2019 Q4	$13K	Hold	119	–	–	﹤0.01%	184
2019 Q3	$12K	Hold	119	–	–	﹤0.01%	192
2019 Q2	$11K	Hold	119	–	–	﹤0.01%	189
2019 Q1	$11K	Hold	119	–	–	﹤0.01%	208
2018 Q4	$13K	Hold	119	–	–	﹤0.01%	180
2018 Q3	$13K	Hold	119	–	–	﹤0.01%	180
2018 Q2	$13K	Hold	119	–	–	﹤0.01%	170
2018 Q1	$11K	Buy	+119	New	+$11.6K	﹤0.01%	185

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Financial Enhancement Group's PSX Position: Q4 2022 in Review

Financial Enhancement Group sold out of Phillips 66 (PSX) in Q4 2022, closing a stake of 640 shares — an estimated $52K sold.

Financial Enhancement Group first reported a position in PSX in Q1 2018 and held it in 13 quarters. The position peaked at $52K in Q3 2022. 1,572 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

Financial Enhancement Group reported no remaining Phillips 66 position as of Q4 2022 after selling out during the quarter.
Financial Enhancement Group sold 640 Phillips 66 shares in Q4 2022, an estimated $52K.
Financial Enhancement Group first reported a position in Phillips 66 in Q1 2018 and held it in 13 quarters.
Financial Enhancement Group's Phillips 66 position peaked at $52K in Q3 2022.
1,572 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.