Kowal Investment Group’s Phillips 66 PSX Stock Holding History

Kowal Investment Group’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	-23	Closed	-$2K	–	726
2021 Q3	$2K	Buy	+23	New	+$1.67K	﹤0.01%	824

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kowal Investment Group's PSX Position: Q4 2021 in Review

Kowal Investment Group sold out of Phillips 66 (PSX) in Q4 2021, closing a stake of 23 shares — an estimated $2K sold.

Kowal Investment Group first reported a position in PSX in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 1,357 funds tracked by Wall St. Rank hold PSX as of Q4 2021.

Kowal Investment Group reported no remaining Phillips 66 position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 23 Phillips 66 shares in Q4 2021, an estimated $2K.
Kowal Investment Group first reported a position in Phillips 66 in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Phillips 66 position peaked at $2K in Q3 2021.
1,357 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.