FFG
PSX icon

Ford Financial Group’s Phillips 66 PSX Stock Holding History

Ford Financial 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
Q1 		– Sell
-175
Closed -$12 – 404
2021
Q4 		$12 Buy
+175
New +$13.2K ﹤0.01% 324
2021
Q3 		– Sell
-172
Closed -$14K – 432
2021
Q2 		$14K Buy
+172
New +$14.5K 0.01% 318

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ford Financial Group's PSX Position: Q1 2022 in Review

Ford Financial Group sold out of Phillips 66 (PSX) in Q1 2022, closing a stake of 175 shares — an estimated $12 sold.

Ford Financial Group first reported a position in PSX in Q2 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 1,450 funds tracked by Wall St. Rank hold PSX as of Q1 2022.

  • Ford Financial Group reported no remaining Phillips 66 position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 175 Phillips 66 shares in Q1 2022, an estimated $12.
  • Ford Financial Group first reported a position in Phillips 66 in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's Phillips 66 position peaked at $14K in Q2 2021.
  • 1,450 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.