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KB Financial Partners’s Phillips 66 PSX Stock Holding History

KB Financial Partners’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 		$3K Hold
27
– – ﹤0.01% 475
2023
Q2 		$3K Hold
27
– – ﹤0.01% 493
2023
Q1 		$3K Hold
27
– – ﹤0.01% 477
2022
Q4 		$3K Hold
27
– – ﹤0.01% 479
2022
Q3 		$2K Hold
27
– – ﹤0.01% 526
2022
Q2 		$2K Hold
27
– – ﹤0.01% 538
2022
Q1 		$2K Sell
27
-8
-23% -$673 ﹤0.01% 575
2021
Q4 		$3K Buy
+35
New +$2.65K ﹤0.01% 555
2021
Q3 		– Sell
-27
Closed -$2K – 473
2021
Q2 		$2K Hold
27
– – ﹤0.01% 584
2021
Q1 		$2K Buy
+27
New +$2.12K ﹤0.01% 592

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

KB Financial Partners's PSX Position: Q3 2023 in Review

KB Financial Partners held its Phillips 66 (PSX) position steady in Q3 2023 at 27 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

KB Financial Partners first reported a position in PSX in Q1 2021 and has held it in 10 quarters since. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • KB Financial Partners held 27 shares of Phillips 66 worth $3K as of Q3 2023.
  • KB Financial Partners left its Phillips 66 share count unchanged in Q3 2023.
  • Phillips 66 made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #475 holding.
  • KB Financial Partners first reported a position in Phillips 66 in Q1 2021 and has held it in 10 quarters since.
  • 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.