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Foster Dykema Cabot & Co’s Phillips 66 PSX Stock Holding History

Foster Dykema Cabot & Co’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
Q3 		$69K Hold
573
– – 0.01% 155
2023
Q2 		$55K Hold
573
– – 0.01% 161
2023
Q1 		$58K Buy
+573
New +$58.3K 0.01% 138
2022
Q4 		– Sell
-1,017
Closed -$82K – 99
2022
Q3 		$82K Hold
1,017
– – 0.01% 99
2022
Q2 		$83K Buy
+1,017
New +$94.1K 0.01% 102
2013
Q3 		– Sell
-51,349
Closed -$3.02M – 89
2013
Q2 		$3.02M Buy
+51,349
New +$3.23M 0.9% 27

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Foster Dykema Cabot & Co's PSX Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its Phillips 66 (PSX) position steady in Q3 2023 at 573 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #155.

Foster Dykema Cabot & Co first reported a position in PSX in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.02M in Q2 2013. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • Foster Dykema Cabot & Co held 573 shares of Phillips 66 worth $69K as of Q3 2023.
  • Foster Dykema Cabot & Co left its Phillips 66 share count unchanged in Q3 2023.
  • Phillips 66 made up 0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #155 holding.
  • Foster Dykema Cabot & Co first reported a position in Phillips 66 in Q2 2013 and has held it in 6 quarters since.
  • Foster Dykema Cabot & Co's Phillips 66 position peaked at $3.02M in Q2 2013.
  • 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.