First Command Bank’s Phillips 66 PSX Stock Holding History

First Command Bank’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	$16.8K	Sell	176 -218	-55%	-$21.2K	﹤0.01%	311
2023 Q1	$39.9K	Hold	394	–	–	﹤0.01%	248
2022 Q4	$41K	Buy	394 +50	+15%	+$5.11K	0.01%	246
2022 Q3	$28K	Sell	344 -244	-41%	-$20.8K	﹤0.01%	262
2022 Q2	$48K	Hold	588	–	–	0.01%	231
2022 Q1	$51K	Sell	588 -12	-2%	-$1.01K	0.01%	243
2021 Q4	$42K	Hold	600	–	–	0.01%	264
2021 Q3	$42K	Buy	600 +12	+2%	+$869	0.01%	264
2021 Q2	$51K	Buy	588 +488	+488%	+$41.2K	0.01%	261
2021 Q1	$8K	Sell	100 -733	-88%	-$57.5K	﹤0.01%	371
2020 Q4	$58K	Sell	833 -40	-5%	-$2.35K	0.01%	207
2020 Q3	$45K	Buy	873 +308	+55%	+$18.8K	0.01%	205
2020 Q2	$41K	Sell	565 -400	-41%	-$28.3K	0.01%	202
2020 Q1	$52K	Sell	965 -27	-3%	-$2.2K	0.03%	186
2019 Q4	$110K	Hold	992	–	–	0.05%	161
2019 Q3	$101K	Hold	992	–	–	0.05%	158
2019 Q2	$93K	Hold	992	–	–	0.05%	161
2019 Q1	$94K	Hold	992	–	–	0.05%	161
2018 Q4	$85K	Buy	992 +425	+75%	+$41.5K	0.04%	165
2018 Q3	$64K	Hold	567	–	–	0.02%	189
2018 Q2	$64K	Sell	567 -37	-6%	-$4.16K	0.02%	184
2018 Q1	$57.9K	Hold	604	–	–	0.03%	190
2017 Q4	$61K	Hold	604	–	–	0.03%	183
2017 Q3	$56K	Buy	604 +27	+5%	+$2.29K	0.03%	186
2017 Q2	$48K	Buy	577 +37	+7%	+$2.9K	0.03%	204
2017 Q1	$43K	Sell	540 -640	-54%	-$51.6K	0.03%	211
2016 Q4	$102K	Buy	+1,180	New	+$98.1K	0.08%	127

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

First Command Bank's PSX Position: Q2 2023 in Review

First Command Bank reduced its Phillips 66 (PSX) stake by 55% in Q2 2023, selling an estimated $21.2K and leaving 176 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

First Command Bank first reported a position in PSX in Q4 2016 and has held it in 27 quarters since. The position peaked at $110K in Q4 2019. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

First Command Bank held 176 shares of Phillips 66 worth $16.8K as of Q2 2023.
First Command Bank sold 218 Phillips 66 shares in Q2 2023, an estimated $21.2K.
Phillips 66 made up ﹤0.01% of First Command Bank's portfolio in Q2 2023, its #311 holding.
First Command Bank first reported a position in Phillips 66 in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Phillips 66 position peaked at $110K in Q4 2019.
1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.