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Frontier Wealth Management’s Phillips 66 PSX Stock Holding History

Frontier Wealth Management’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 		$1.19M Sell
14,504
-1,688
-10% -$156K 0.09% 163
2022
Q1 		$1.33M Buy
16,192
+156
+1% +$13.1K 0.02% 154
2021
Q4 		$1.16M Buy
16,036
+2,980
+23% +$225K 0.08% 166
2021
Q3 		$914K Sell
13,056
-1,154
-8% -$83.5K 0.06% 193
2021
Q2 		$1.22M Sell
14,210
-440
-3% -$37.1K 0.09% 159
2021
Q1 		$1.2M Buy
14,650
+386
+3% +$30.3K 0.09% 146
2020
Q4 		$998K Sell
14,264
-3,673
-20% -$216K 0.08% 159
2020
Q3 		$930K Buy
17,937
+224
+1% +$13.7K 0.09% 157
2020
Q2 		$1.27M Buy
17,713
+4,966
+39% +$352K 0.12% 125
2020
Q1 		$684K Buy
12,747
+1,475
+13% +$120K 0.11% 155
2019
Q4 		$1.26M Sell
11,272
-2,431
-18% -$273K 0.2% 108
2019
Q3 		$1.4M Hold
13,703
– – 0.21% 105
2019
Q2 		$1.28M Sell
13,703
-2,655
-16% -$238K 0.19% 103
2019
Q1 		$1.56M Sell
16,358
-421
-3% -$40K 0.21% 105
2018
Q4 		$1.45M Sell
16,779
-365
-2% -$35.7K 0.22% 105
2018
Q3 		$1.93M Sell
17,144
-786
-4% -$90.9K 0.18% 91
2018
Q2 		$2.01M Sell
17,930
-2,113
-11% -$238K 0.29% 85
2018
Q1 		$1.92M Buy
20,043
+5,327
+36% +$519K 0.27% 94
2017
Q4 		$1.49M Sell
14,716
-1,351
-8% -$128K 0.24% 101
2017
Q3 		$1.47M Buy
16,067
+5,106
+47% +$432K 0.21% 116
2017
Q2 		$906K Buy
10,961
+500
+5% +$39.3K 0.14% 158
2017
Q1 		$829K Hold
10,461
– – 0.13% 168
2016
Q4 		$904K Hold
10,461
– – 0.15% 165
2016
Q3 		$843K Sell
10,461
-191
-2% -$14.8K 0.13% 158
2016
Q2 		$845K Sell
10,652
-108
-1% -$8.82K 0.14% 152
2016
Q1 		$932K Buy
10,760
+100
+0.9% +$8.13K 0.08% 145
2015
Q4 		$872K Sell
10,660
-775
-7% -$66.9K 0.14% 152
2015
Q3 		$879K Buy
11,435
+4,000
+54% +$318K 0.14% 143
2015
Q2 		$599K Buy
7,435
+2,634
+55% +$209K 0.09% 181
2015
Q1 		$377K Buy
4,801
+654
+16% +$48K 0.06% 199
2014
Q4 		$297K Buy
+4,147
New +$306K 0.06% 190

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Frontier Wealth Management's PSX Position: Q2 2022 in Review

Frontier Wealth Management reduced its Phillips 66 (PSX) stake by 10% in Q2 2022, selling an estimated $156K and leaving 14,504 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #163.

Frontier Wealth Management first reported a position in PSX in Q4 2014 and has held it in 31 quarters since. The position peaked at $2.01M in Q2 2018. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

  • Frontier Wealth Management held 14,504 shares of Phillips 66 worth $1.19M as of Q2 2022.
  • Frontier Wealth Management sold 1,688 Phillips 66 shares in Q2 2022, an estimated $156K.
  • Phillips 66 made up 0.09% of Frontier Wealth Management's portfolio in Q2 2022, its #163 holding.
  • Frontier Wealth Management first reported a position in Phillips 66 in Q4 2014 and has held it in 31 quarters since.
  • Frontier Wealth Management's Phillips 66 position peaked at $2.01M in Q2 2018.
  • 1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.