Jackson Creek Investment Advisors’s Phillips 66 PSX Stock Holding History

Jackson Creek Investment 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
2023 Q4	–	Sell	-9,457	Closed	-$1.14M	–	353
2023 Q3	$1.14M	Buy	9,457 +2,970	+46%	+$333K	0.48%	36
2023 Q2	$619K	Buy	6,487 +2,087	+47%	+$203K	0.25%	202
2023 Q1	$446K	Sell	4,400 -20	-0.5%	-$2.03K	0.19%	253
2022 Q4	$460K	Buy	4,420 +835	+23%	+$85.4K	0.2%	244
2022 Q3	$289K	Sell	3,585 -201	-5%	-$17.1K	0.14%	274
2022 Q2	$337K	Sell	3,786 -847	-18%	-$78.4K	0.14%	280
2022 Q1	$400K	Buy	4,633 +1,286	+38%	+$108K	0.15%	266
2021 Q4	$243K	Buy	+3,347	New	+$253K	0.09%	293

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

Jackson Creek Investment Advisors's PSX Position: Q4 2023 in Review

Jackson Creek Investment Advisors sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 9,457 shares — an estimated $1.14M sold.

Jackson Creek Investment Advisors first reported a position in PSX in Q4 2021 and held it in 8 quarters. The position peaked at $1.14M in Q3 2023. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

Jackson Creek Investment Advisors reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
Jackson Creek Investment Advisors sold 9,457 Phillips 66 shares in Q4 2023, an estimated $1.14M.
Jackson Creek Investment Advisors first reported a position in Phillips 66 in Q4 2021 and held it in 8 quarters.
Jackson Creek Investment Advisors's Phillips 66 position peaked at $1.14M in Q3 2023.
1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.