Ironwood Financial’s Phillips 66 PSX Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-63	Closed	-$4K	–	426
2021 Q3	$4K	Hold	63	–	–	﹤0.01%	456
2021 Q2	$5K	Sell	63 -67	-52%	-$5.66K	﹤0.01%	435
2021 Q1	$11K	Hold	130	–	–	﹤0.01%	329
2020 Q4	$9K	Hold	130	–	–	﹤0.01%	330
2020 Q3	$7K	Hold	130	–	–	﹤0.01%	296
2020 Q2	$9K	Buy	130 +100	+333%	+$7.08K	﹤0.01%	253
2020 Q1	$2K	Hold	30	–	–	﹤0.01%	319
2019 Q4	$3K	Hold	30	–	–	﹤0.01%	333
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	337
2019 Q2	$3K	Hold	30	–	–	﹤0.01%	336
2019 Q1	$3K	Hold	30	–	–	﹤0.01%	332
2018 Q4	$3K	Hold	30	–	–	﹤0.01%	327
2018 Q3	$3K	Hold	30	–	–	﹤0.01%	321
2018 Q2	$3K	Hold	30	–	–	﹤0.01%	250
2018 Q1	$3K	Sell	30 -25	-45%	-$2.43K	﹤0.01%	223
2017 Q4	$6K	Hold	55	–	–	﹤0.01%	203
2017 Q3	$5K	Hold	55	–	–	﹤0.01%	215
2017 Q2	$5K	Hold	55	–	–	﹤0.01%	211
2017 Q1	$4K	Hold	55	–	–	﹤0.01%	218
2016 Q4	$5K	Hold	55	–	–	﹤0.01%	209
2016 Q3	$4K	Hold	55	–	–	﹤0.01%	217
2016 Q2	$4K	Hold	55	–	–	﹤0.01%	216
2016 Q1	$5K	Buy	+55	New	+$4.47K	﹤0.01%	211
2015 Q3	$2K	Hold	30	–	–	﹤0.01%	337
2015 Q2	$2K	Hold	30	–	–	﹤0.01%	303
2015 Q1	$2K	Hold	30	–	–	﹤0.01%	294
2014 Q4	$2K	Buy	+30	New	+$2.21K	﹤0.01%	256

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ironwood Financial's PSX Position: Q4 2021 in Review

Ironwood Financial sold out of Phillips 66 (PSX) in Q4 2021, closing a stake of 63 shares — an estimated $4K sold.

Ironwood Financial first reported a position in PSX in Q4 2014 and held it in 27 quarters. The position peaked at $11K in Q1 2021. 1,357 funds tracked by Wall St. Rank hold PSX as of Q4 2021.

Ironwood Financial reported no remaining Phillips 66 position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 63 Phillips 66 shares in Q4 2021, an estimated $4K.
Ironwood Financial first reported a position in Phillips 66 in Q4 2014 and held it in 27 quarters.
Ironwood Financial's Phillips 66 position peaked at $11K in Q1 2021.
1,357 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.