KC
PSX icon

Kenfarb & Co’s Phillips 66 PSX Stock Holding History

Kenfarb & Co’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 		$12.5K Hold
104
– – 0.01% 171
2023
Q2 		$9.92K Hold
104
– – 0.01% 182
2023
Q1 		$10.5K Hold
104
– – 0.01% 175
2022
Q4 		$10.8K Hold
104
– – 0.01% 179
2022
Q3 		$8K Hold
104
– – 0.01% 191
2022
Q2 		$9K Hold
104
– – 0.01% 160
2022
Q1 		$9K Hold
104
– – 0.01% 160
2021
Q4 		$8K Buy
+104
New +$7.86K 0.01% 164

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

Kenfarb & Co's PSX Position: Q3 2023 in Review

Kenfarb & Co held its Phillips 66 (PSX) position steady in Q3 2023 at 104 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #171.

Kenfarb & Co first reported a position in PSX in Q4 2021 and has held it in 8 quarters since. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • Kenfarb & Co held 104 shares of Phillips 66 worth $12.5K as of Q3 2023.
  • Kenfarb & Co left its Phillips 66 share count unchanged in Q3 2023.
  • Phillips 66 made up 0.01% of Kenfarb & Co's portfolio in Q3 2023, its #171 holding.
  • Kenfarb & Co first reported a position in Phillips 66 in Q4 2021 and has held it in 8 quarters since.
  • 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.