JMF
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Johnson Midwest Financial’s Phillips 66 PSX Stock Holding History

Johnson Midwest 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
2023
Q3 		$2.28K Hold
19
– – 0.01% 310
2023
Q2 		$1.81K Hold
19
– – ﹤0.01% 322
2023
Q1 		$1.93K Hold
19
– – ﹤0.01% 326
2022
Q4 		$2K Hold
19
– – 0.01% 328
2022
Q3 		$2 Hold
19
– – 0.01% 300
2022
Q2 		$2K Hold
19
– – ﹤0.01% 275
2022
Q1 		$2K Hold
19
– – ﹤0.01% 248
2021
Q4 		$1K Hold
19
– – ﹤0.01% 289
2021
Q3 		$1K Hold
19
– – ﹤0.01% 306
2021
Q2 		$2K Hold
19
– – ﹤0.01% 262
2021
Q1 		$2K Hold
19
– – ﹤0.01% 242
2020
Q4 		$1K Buy
+19
New +$1.11K ﹤0.01% 261

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Johnson Midwest Financial's PSX Position: Q3 2023 in Review

Johnson Midwest Financial held its Phillips 66 (PSX) position steady in Q3 2023 at 19 shares worth $2.28K. The position accounts for 0.01% of the portfolio, ranked #310.

Johnson Midwest Financial first reported a position in PSX in Q4 2020 and has held it in 12 quarters since. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • Johnson Midwest Financial held 19 shares of Phillips 66 worth $2.28K as of Q3 2023.
  • Johnson Midwest Financial left its Phillips 66 share count unchanged in Q3 2023.
  • Phillips 66 made up 0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #310 holding.
  • Johnson Midwest Financial first reported a position in Phillips 66 in Q4 2020 and has held it in 12 quarters since.
  • 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.