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Kalos Management’s Phillips 66 PSX Stock Holding History

Kalos Management’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
Q2 		– Sell
-28
Closed -$2.84K – 310
2023
Q1 		$2.84K Buy
+28
New +$2.85K 0.01% 315
2019
Q3 		– Sell
-13,992
Closed -$1.21M – 226
2019
Q2 		$1.21M Buy
13,992
+2,415
+21% +$217K 0.55% 48
2019
Q1 		$1.1M Sell
11,577
-2,764
-19% -$263K 0.71% 43
2018
Q4 		$1.24M Buy
+14,341
New +$1.4M 0.6% 49
2015
Q4 		– Hold
0
– – – 480

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Kalos Management's PSX Position: Q2 2023 in Review

Kalos Management sold out of Phillips 66 (PSX) in Q2 2023, closing a stake of 28 shares — an estimated $2.84K sold.

Kalos Management first reported a position in PSX in Q4 2018 and held it in 4 quarters. The position peaked at $1.24M in Q4 2018. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

  • Kalos Management reported no remaining Phillips 66 position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 28 Phillips 66 shares in Q2 2023, an estimated $2.84K.
  • Kalos Management first reported a position in Phillips 66 in Q4 2018 and held it in 4 quarters.
  • Kalos Management's Phillips 66 position peaked at $1.24M in Q4 2018.
  • 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.