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Greystone Financial Group’s Phillips 66 PSX Stock Holding History

Greystone Financial Group’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
-79,107
Closed -$8.23M – 101
2022
Q4 		$8.23M Sell
79,107
-19,290
-20% -$1.97M 2.42% 19
2022
Q3 		$7.94M Sell
98,397
-235
-0.2% -$20K 2.69% 7
2022
Q2 		$8.09M Buy
+98,632
New +$9.12M 2.52% 15

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

Greystone Financial Group's PSX Position: Q1 2023 in Review

Greystone Financial Group sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 79,107 shares — an estimated $8.23M sold.

Greystone Financial Group first reported a position in PSX in Q2 2022 and held it in 3 quarters. The position peaked at $8.23M in Q4 2022. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

  • Greystone Financial Group reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
  • Greystone Financial Group sold 79,107 Phillips 66 shares in Q1 2023, an estimated $8.23M.
  • Greystone Financial Group first reported a position in Phillips 66 in Q2 2022 and held it in 3 quarters.
  • Greystone Financial Group's Phillips 66 position peaked at $8.23M in Q4 2022.
  • 1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Greystone Financial Group's 13F filing for Q1 2023, filed 25 Apr 2023.