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Lakewood Asset Management’s Phillips 66 PSX Stock Holding History

Lakewood Asset Management’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
-100
Closed -$10K – 251
2022
Q4 		$10K Buy
+100
New +$10.2K 0.01% 253

Other funds holding PSX

Vanguard Group
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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

Lakewood Asset Management's PSX Position: Q1 2023 in Review

Lakewood Asset Management sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 100 shares — an estimated $10K sold.

Lakewood Asset Management first reported a position in PSX in Q4 2022 and held it in 1 quarter. The position peaked at $10K in Q4 2022. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

  • Lakewood Asset Management reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 100 Phillips 66 shares in Q1 2023, an estimated $10K.
  • Lakewood Asset Management first reported a position in Phillips 66 in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Phillips 66 position peaked at $10K in Q4 2022.
  • 1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.