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FourThought Financial’s Phillips 66 PSX Stock Holding History

FourThought 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
2022
Q3 		$6.56M Buy
81,294
+11,556
+17% +$985K 0.97% 33
2022
Q2 		$5.72M Buy
69,738
+3,737
+6% +$346K 0.84% 31
2022
Q1 		$5.71M Buy
66,001
+3,925
+6% +$330K 0.72% 35
2021
Q4 		$4.5M Sell
62,076
-47
-0.1% -$3.55K 0.57% 44
2021
Q3 		$4.35M Buy
62,123
+8,905
+17% +$645K 0.58% 43
2021
Q2 		$4.57M Buy
53,218
+9,901
+23% +$836K 0.61% 39
2021
Q1 		$3.53M Buy
43,317
+3,627
+9% +$285K 0.51% 48
2020
Q4 		$2.77M Buy
+39,690
New +$2.33M 0.44% 54

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
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
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

FourThought Financial's PSX Position: Q3 2022 in Review

FourThought Financial increased its Phillips 66 (PSX) stake by 17% in Q3 2022, buying an estimated $985K and bringing the position to 81,294 shares worth $6.56M. The position accounts for 0.97% of the portfolio, ranked #33.

FourThought Financial first reported a position in PSX in Q4 2020 and has held it in 8 quarters since. 1,418 funds tracked by Wall St. Rank hold PSX as of Q3 2022.

  • FourThought Financial held 81,294 shares of Phillips 66 worth $6.56M as of Q3 2022.
  • FourThought Financial bought 11,556 Phillips 66 shares in Q3 2022, an estimated $985K.
  • Phillips 66 made up 0.97% of FourThought Financial's portfolio in Q3 2022, its #33 holding.
  • FourThought Financial first reported a position in Phillips 66 in Q4 2020 and has held it in 8 quarters since.
  • 1,418 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.