Kula Investments’s Phillips 66 PSX Stock Holding History

Kula Investments’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 Q1	$658K	Buy	+6,495	New	+$660K	0.16%	230

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kula Investments's PSX Position: Q1 2023 in Review

Kula Investments opened a new position in Phillips 66 (PSX) in Q1 2023: 6,495 shares worth $658K. The stake represents 0.16% of the portfolio and ranks #230 among its holdings.

1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

Kula Investments held 6,495 shares of Phillips 66 worth $658K as of Q1 2023.
Phillips 66 was a new Kula Investments position in Q1 2023.
Phillips 66 made up 0.16% of Kula Investments's portfolio in Q1 2023, its #230 holding.
1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.