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Goodwin Investment Advisory’s Phillips 66 PSX Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-128
Closed -$13.3K – 181
2022
Q4 		$13.3K Hold
128
– – 0.01% 139
2022
Q3 		$10K Buy
+128
New +$10.9K 0.01% 150
2022
Q2 		– Sell
-119
Closed -$10K – 213
2022
Q1 		$10K Buy
+119
New +$10K 0.01% 145
2021
Q2 		– Sell
-582
Closed -$47K – 148
2021
Q1 		$47K Buy
+582
New +$45.7K 0.06% 74

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goodwin Investment Advisory's PSX Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 128 shares — an estimated $13.3K sold.

Goodwin Investment Advisory first reported a position in PSX in Q1 2021 and held it in 4 quarters. The position peaked at $47K in Q1 2021. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 128 Phillips 66 shares in Q1 2023, an estimated $13.3K.
  • Goodwin Investment Advisory first reported a position in Phillips 66 in Q1 2021 and held it in 4 quarters.
  • Goodwin Investment Advisory's Phillips 66 position peaked at $47K in Q1 2021.
  • 1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.