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Fluent Financial’s Phillips 66 PSX Stock Holding History

Fluent Financial’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
Q1 		– Sell
-2,613
Closed -$272K – 72
2022
Q4 		$272K Sell
2,613
-29,900
-92% -$3.06M 0.16% 66
2022
Q3 		$2.62M Buy
+32,513
New +$2.77M 1.44% 19
2022
Q1 		– Sell
-42,886
Closed -$3.11M – 82
2021
Q4 		$3.11M Sell
42,886
-1,130
-3% -$85.4K 1.27% 26
2021
Q3 		$3.08M Buy
44,016
+2,714
+7% +$196K 1.31% 28
2021
Q2 		$3.54M Buy
41,302
+4,979
+14% +$420K 1.52% 26
2021
Q1 		$2.54M Hold
36,323
– – 1.33% 29
2020
Q4 		$2.54M Buy
+36,323
New +$2.13M 1.33% 29

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fluent Financial's PSX Position: Q1 2023 in Review

Fluent Financial sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 2,613 shares — an estimated $272K sold.

Fluent Financial first reported a position in PSX in Q4 2020 and held it in 7 quarters. The position peaked at $3.54M in Q2 2021. 1,570 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

  • Fluent Financial reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
  • Fluent Financial sold 2,613 Phillips 66 shares in Q1 2023, an estimated $272K.
  • Fluent Financial first reported a position in Phillips 66 in Q4 2020 and held it in 7 quarters.
  • Fluent Financial's Phillips 66 position peaked at $3.54M in Q2 2021.
  • 1,570 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Fluent Financial's 13F filing for Q1 2023, filed 11 May 2023.