Finivi Inc’s Phillips 66 PSX Stock Holding History

Finivi Inc’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
2021 Q4	$573K	Buy	+7,912	New	+$598K	0.61%	46

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Finivi Inc's PSX Position: Q4 2021 in Review

Finivi Inc opened a new position in Phillips 66 (PSX) in Q4 2021: 7,912 shares worth $573K. The stake represents 0.61% of the portfolio and ranks #46 among its holdings.

1,357 funds tracked by Wall St. Rank hold PSX as of Q4 2021.

Finivi Inc held 7,912 shares of Phillips 66 worth $573K as of Q4 2021.
Phillips 66 was a new Finivi Inc position in Q4 2021.
Phillips 66 made up 0.61% of Finivi Inc's portfolio in Q4 2021, its #46 holding.
1,357 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.

Based on Finivi Inc's 13F filing for Q4 2021, filed 19 Dec 2025.