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Laffer Tengler Investments’s Phillips 66 PSX Stock Holding History

Laffer Tengler 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 		– Sell
-65
Closed -$6.76K – 436
2022
Q4 		$6.76K Hold
65
– – ﹤0.01% 384
2022
Q3 		$5.25K Buy
+65
New +$5.54K ﹤0.01% 338
2022
Q1 		– Sell
-3,301
Closed -$239K – 421
2021
Q4 		$239K Buy
3,301
+300
+10% +$22.7K 0.07% 187
2021
Q3 		$210K Sell
3,001
-2,401
-44% -$174K 0.06% 210
2021
Q2 		$464K Buy
5,402
+4,050
+300% +$342K 0.17% 117
2021
Q1 		$110K Buy
1,352
+150
+12% +$11.8K 0.04% 219
2020
Q4 		$84.9K Buy
+1,202
New +$70.6K 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laffer Tengler Investments's PSX Position: Q1 2023 in Review

Laffer Tengler Investments sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 65 shares — an estimated $6.76K sold.

Laffer Tengler Investments first reported a position in PSX in Q4 2020 and held it in 7 quarters. The position peaked at $464K in Q2 2021. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

  • Laffer Tengler Investments reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 65 Phillips 66 shares in Q1 2023, an estimated $6.76K.
  • Laffer Tengler Investments first reported a position in Phillips 66 in Q4 2020 and held it in 7 quarters.
  • Laffer Tengler Investments's Phillips 66 position peaked at $464K in Q2 2021.
  • 1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Laffer Tengler Investments's 13F filing for Q1 2023, filed 9 May 2023.