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Graves Light Lenhart Wealth’s Phillips 66 PSX Stock Holding History

Graves Light Lenhart Wealth’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
Q2 		– Sell
-462
Closed -$46.8K – 206
2023
Q1 		$46.8K Buy
+462
New +$47K 0.01% 173
2022
Q3 		– Sell
-698
Closed -$57K – 484
2022
Q2 		$57K Hold
698
– – 0.01% 293
2022
Q1 		$60K Sell
698
-19
-3% -$1.6K 0.01% 334
2021
Q4 		$52K Buy
717
+138
+24% +$10.4K 0.01% 395
2021
Q3 		$41K Sell
579
-16
-3% -$1.16K 0.01% 405
2021
Q2 		$51K Sell
595
-29
-5% -$2.45K 0.01% 374
2021
Q1 		$51K Hold
624
– – 0.01% 383
2020
Q4 		$44K Buy
+624
New +$36.6K 0.01% 394

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Graves Light Lenhart Wealth's PSX Position: Q2 2023 in Review

Graves Light Lenhart Wealth sold out of Phillips 66 (PSX) in Q2 2023, closing a stake of 462 shares — an estimated $46.8K sold.

Graves Light Lenhart Wealth first reported a position in PSX in Q4 2020 and held it in 8 quarters. The position peaked at $60K in Q1 2022. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

  • Graves Light Lenhart Wealth reported no remaining Phillips 66 position as of Q2 2023 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 462 Phillips 66 shares in Q2 2023, an estimated $46.8K.
  • Graves Light Lenhart Wealth first reported a position in Phillips 66 in Q4 2020 and held it in 8 quarters.
  • Graves Light Lenhart Wealth's Phillips 66 position peaked at $60K in Q1 2022.
  • 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.