Inlet Private Wealth’s Phillips 66 PSX Stock Holding History

Inlet Private Wealth’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 Q3	–	Sell	-5,162	Closed	-$492K	–	130
2023 Q2	$492K	Hold	5,162	–	–	0.12%	97
2023 Q1	$523K	Hold	5,162	–	–	0.14%	96
2022 Q4	$537K	Buy	5,162 +19	+0.4%	+$1.94K	0.14%	94
2022 Q3	$415K	Sell	5,143 -4	-0.1%	-$341	0.12%	102
2022 Q2	$422K	Buy	5,147 +20	+0.4%	+$1.85K	0.12%	102
2022 Q1	$443K	Buy	5,127 +101	+2%	+$8.5K	0.11%	108
2021 Q4	$364K	Buy	5,026 +26	+0.5%	+$1.97K	0.09%	116
2021 Q3	$350K	Hold	5,000	–	–	0.09%	119
2021 Q2	$429K	Hold	5,000	–	–	0.11%	109
2021 Q1	$408K	Hold	5,000	–	–	0.12%	106
2020 Q4	$350K	Buy	+5,000	New	+$294K	0.11%	109

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Inlet Private Wealth's PSX Position: Q3 2023 in Review

Inlet Private Wealth sold out of Phillips 66 (PSX) in Q3 2023, closing a stake of 5,162 shares — an estimated $492K sold.

Inlet Private Wealth first reported a position in PSX in Q4 2020 and held it in 11 quarters. The position peaked at $537K in Q4 2022. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

Inlet Private Wealth reported no remaining Phillips 66 position as of Q3 2023 after selling out during the quarter.
Inlet Private Wealth sold 5,162 Phillips 66 shares in Q3 2023, an estimated $492K.
Inlet Private Wealth first reported a position in Phillips 66 in Q4 2020 and held it in 11 quarters.
Inlet Private Wealth's Phillips 66 position peaked at $537K in Q4 2022.
1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Inlet Private Wealth's 13F filing for Q3 2023, filed 30 Oct 2023.