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High Net Worth Advisory Group’s Phillips 66 PSX Stock Holding History

High Net Worth Advisory 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
-899
Closed -$93.5K – 477
2022
Q4 		$93.5K Buy
899
+2
+0.2% +$205 0.04% 248
2022
Q3 		$72K Buy
897
+1
+0.1% +$85 0.03% 273
2022
Q2 		$73K Sell
896
-38
-4% -$3.52K 0.03% 275
2022
Q1 		$81K Buy
934
+1
+0.1% +$84 0.03% 272
2021
Q4 		$68K Buy
+933
New +$70.5K 0.02% 308

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

High Net Worth Advisory Group's PSX Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 899 shares — an estimated $93.5K sold.

High Net Worth Advisory Group first reported a position in PSX in Q4 2021 and held it in 5 quarters. The position peaked at $93.5K in Q4 2022. 1,568 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 899 Phillips 66 shares in Q1 2023, an estimated $93.5K.
  • High Net Worth Advisory Group first reported a position in Phillips 66 in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Phillips 66 position peaked at $93.5K in Q4 2022.
  • 1,568 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.