HeadInvest LLC’s Phillips 66 PSX Stock Holding History

HeadInvest LLC’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	-425	Closed	-$50.6K	–	571
2023 Q3	$50.6K	Buy	+425	New	+$47.7K	0.01%	349

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

HeadInvest LLC's PSX Position: Q4 2023 in Review

HeadInvest LLC sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 425 shares — an estimated $50.6K sold.

HeadInvest LLC first reported a position in PSX in Q3 2023 and held it in 1 quarter. The position peaked at $50.6K in Q3 2023. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

HeadInvest LLC reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 425 Phillips 66 shares in Q4 2023, an estimated $50.6K.
HeadInvest LLC first reported a position in Phillips 66 in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Phillips 66 position peaked at $50.6K in Q3 2023.
1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.