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Kore Private Wealth’s Phillips 66 PSX Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-2,995
Closed -$210K – 423
2021
Q3 		$210K Sell
2,995
-237
-7% -$17.2K 0.02% 418
2021
Q2 		$277K Buy
+3,232
New +$273K 0.03% 332
2020
Q3 		– Sell
-1,390
Closed -$99K – 871
2020
Q2 		$99K Sell
1,390
-544
-28% -$38.5K 0.02% 332
2020
Q1 		$104K Buy
1,934
+39
+2% +$3.17K 0.02% 306
2019
Q4 		$211K Buy
+1,895
New +$213K 0.04% 233
2019
Q2 		– Sell
-743
Closed -$71K – 641
2019
Q1 		$71K Sell
743
-1,076
-59% -$102K 0.02% 329
2018
Q4 		$157K Buy
+1,819
New +$178K 0.04% 228

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kore Private Wealth's PSX Position: Q4 2021 in Review

Kore Private Wealth sold out of Phillips 66 (PSX) in Q4 2021, closing a stake of 2,995 shares — an estimated $210K sold.

Kore Private Wealth first reported a position in PSX in Q4 2018 and held it in 7 quarters. The position peaked at $277K in Q2 2021. 1,357 funds tracked by Wall St. Rank hold PSX as of Q4 2021.

  • Kore Private Wealth reported no remaining Phillips 66 position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 2,995 Phillips 66 shares in Q4 2021, an estimated $210K.
  • Kore Private Wealth first reported a position in Phillips 66 in Q4 2018 and held it in 7 quarters.
  • Kore Private Wealth's Phillips 66 position peaked at $277K in Q2 2021.
  • 1,357 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.