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Groesbeck Investment Management’s Phillips 66 PSX Stock Holding History

Groesbeck Investment 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
2023
Q4 		– Sell
-3,047
Closed -$366K – 82
2023
Q3 		$366K Sell
3,047
-655
-18% -$73.5K 0.55% 61
2023
Q2 		$353K Sell
3,702
-1,134
-23% -$110K 0.54% 60
2023
Q1 		$491K Hold
4,836
– – 0.74% 52
2022
Q4 		$503K Sell
4,836
-910
-16% -$93.1K 0.84% 44
2022
Q3 		$471K Hold
5,746
– – 0.78% 49
2022
Q2 		$471K Sell
5,746
-5
-0.1% -$463 0.78% 49
2022
Q1 		$496K Buy
+5,751
New +$484K 0.56% 64

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Groesbeck Investment Management's PSX Position: Q4 2023 in Review

Groesbeck Investment Management sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 3,047 shares — an estimated $366K sold.

Groesbeck Investment Management first reported a position in PSX in Q1 2022 and held it in 7 quarters. The position peaked at $503K in Q4 2022. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

  • Groesbeck Investment Management reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
  • Groesbeck Investment Management sold 3,047 Phillips 66 shares in Q4 2023, an estimated $366K.
  • Groesbeck Investment Management first reported a position in Phillips 66 in Q1 2022 and held it in 7 quarters.
  • Groesbeck Investment Management's Phillips 66 position peaked at $503K in Q4 2022.
  • 1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on Groesbeck Investment Management's 13F filing for Q4 2023, filed 31 Jan 2024.