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Freedman Financial Associates’s Phillips 66 PSX Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-1,286
Closed -$111K – 315
2022
Q1 		$111K Hold
1,286
– – 0.08% 118
2021
Q4 		$93K Hold
1,286
– – 0.06% 127
2021
Q3 		$90K Hold
1,286
– – 0.07% 128
2021
Q2 		$110K Hold
1,286
– – 0.08% 104
2021
Q1 		$105K Hold
1,286
– – 0.09% 101
2020
Q4 		$90K Buy
+1,286
New +$75.5K 0.08% 107

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Freedman Financial Associates's PSX Position: Q2 2022 in Review

Freedman Financial Associates sold out of Phillips 66 (PSX) in Q2 2022, closing a stake of 1,286 shares — an estimated $111K sold.

Freedman Financial Associates first reported a position in PSX in Q4 2020 and held it in 6 quarters. The position peaked at $111K in Q1 2022. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

  • Freedman Financial Associates reported no remaining Phillips 66 position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 1,286 Phillips 66 shares in Q2 2022, an estimated $111K.
  • Freedman Financial Associates first reported a position in Phillips 66 in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Phillips 66 position peaked at $111K in Q1 2022.
  • 1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.