Guardian Capital Advisors (Canada)’s Phillips 66 PSX Stock Holding History

Guardian Capital Advisors (Canada)’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	-2,088	Closed	-$231K	–	175
2023 Q3	$231K	Hold	2,088	–	–	0.03%	158
2023 Q2	$206K	Hold	2,088	–	–	0.02%	158
2023 Q1	$218K	Hold	2,088	–	–	0.03%	139
2022 Q4	$218K	Buy	+2,088	New	+$214K	0.02%	150
2020 Q1	–	Sell	-2,189	Closed	-$233K	–	155
2019 Q4	$233K	Hold	2,189	–	–	0.03%	148
2019 Q3	$215K	Sell	2,189 -75	-3%	-$7.52K	0.03%	151
2019 Q2	$219K	Hold	2,264	–	–	0.03%	153
2019 Q1	$216K	Hold	2,264	–	–	0.03%	152
2018 Q4	$210K	Hold	2,264	–	–	0.03%	145
2018 Q3	$266K	Buy	2,264 +100	+5%	+$11.6K	0.04%	136
2018 Q2	$241K	Hold	2,164	–	–	0.03%	147
2018 Q1	$224K	Hold	2,164	–	–	0.03%	150
2017 Q4	$229K	Buy	+2,164	New	+$206K	0.03%	152

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

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

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s PSX Position: Q4 2023 in Review

Guardian Capital Advisors (Canada) sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 2,088 shares — an estimated $231K sold.

Guardian Capital Advisors (Canada) first reported a position in PSX in Q4 2017 and held it in 13 quarters. The position peaked at $266K in Q3 2018. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

Guardian Capital Advisors (Canada) reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
Guardian Capital Advisors (Canada) sold 2,088 Phillips 66 shares in Q4 2023, an estimated $231K.
Guardian Capital Advisors (Canada) first reported a position in Phillips 66 in Q4 2017 and held it in 13 quarters.
Guardian Capital Advisors (Canada)'s Phillips 66 position peaked at $266K in Q3 2018.
1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q4 2023, filed 8 Feb 2024.