Grey Fox Wealth Advisors’s Phillips 66 PSX Stock Holding History

Grey Fox Wealth Advisors’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	-28	Closed	-$2.84K	–	411
2023 Q1	$2.84K	Buy	+28	New	+$2.85K	﹤0.01%	392

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Grey Fox Wealth Advisors's PSX Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Phillips 66 (PSX) in Q2 2023, closing a stake of 28 shares — an estimated $2.84K sold.

Grey Fox Wealth Advisors first reported a position in PSX in Q1 2023 and held it in 1 quarter. The position peaked at $2.84K in Q1 2023. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

Grey Fox Wealth Advisors reported no remaining Phillips 66 position as of Q2 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 28 Phillips 66 shares in Q2 2023, an estimated $2.84K.
Grey Fox Wealth Advisors first reported a position in Phillips 66 in Q1 2023 and held it in 1 quarter.
Grey Fox Wealth Advisors's Phillips 66 position peaked at $2.84K in Q1 2023.
1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.