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HYA Advisors’s Phillips 66 PSX Stock Holding History

HYA Advisors’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
2022
Q2 		$909K Buy
11,082
+89
+0.8% +$8.23K 0.36% 51
2022
Q1 		$950K Buy
10,993
+6,369
+138% +$536K 0.33% 54
2021
Q4 		$335K Sell
4,624
-24
-0.5% -$1.81K 0.12% 120
2021
Q3 		$381K Sell
4,648
-90
-2% -$6.51K 0.15% 105
2021
Q2 		$407K Buy
4,738
+31
+0.7% +$2.62K 0.17% 96
2021
Q1 		$384K Buy
4,707
+277
+6% +$21.7K 0.18% 95
2020
Q4 		$310K Buy
4,430
+35
+0.8% +$2.06K 0.16% 100
2020
Q3 		$228K Buy
4,395
+262
+6% +$16K 0.14% 108
2020
Q2 		$297K Buy
4,133
+28
+0.7% +$1.98K 0.2% 91
2020
Q1 		$220K Buy
4,105
+488
+13% +$39.7K 0.18% 93
2019
Q4 		$403K Buy
+3,617
New +$406K 0.26% 72

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HYA Advisors's PSX Position: Q2 2022 in Review

HYA Advisors increased its Phillips 66 (PSX) stake by 0.81% in Q2 2022, buying an estimated $8.23K and bringing the position to 11,082 shares worth $909K. The position accounts for 0.36% of the portfolio, ranked #51.

HYA Advisors first reported a position in PSX in Q4 2019 and has held it in 11 quarters since. The position peaked at $950K in Q1 2022. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

  • HYA Advisors held 11,082 shares of Phillips 66 worth $909K as of Q2 2022.
  • HYA Advisors bought 89 Phillips 66 shares in Q2 2022, an estimated $8.23K.
  • Phillips 66 made up 0.36% of HYA Advisors's portfolio in Q2 2022, its #51 holding.
  • HYA Advisors first reported a position in Phillips 66 in Q4 2019 and has held it in 11 quarters since.
  • HYA Advisors's Phillips 66 position peaked at $950K in Q1 2022.
  • 1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.