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Laurel Wealth Advisors (California)’s Phillips 66 PSX Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$412K Sell
3,959
-365
-8% -$37.3K 0.04% 409
2022
Q3 		$349K Buy
4,324
+226
+6% +$19.3K 0.04% 437
2022
Q2 		$336K Buy
4,098
+1,367
+50% +$126K 0.03% 461
2022
Q1 		$235K Sell
2,731
-660
-19% -$55.5K 0.02% 666
2021
Q4 		$245K Sell
3,391
-170
-5% -$12.8K 0.02% 686
2021
Q3 		$249K Sell
3,561
-903
-20% -$65.4K 0.05% 383
2021
Q2 		$383K Sell
4,464
-521
-10% -$44K 0.05% 339
2021
Q1 		$406K Sell
4,985
-4,635
-48% -$364K 0.06% 291
2020
Q4 		$673K Sell
9,620
-508
-5% -$29.8K 0.1% 197
2020
Q3 		$525K Sell
10,128
-524
-5% -$32K 0.09% 222
2020
Q2 		$766K Sell
10,652
-5,591
-34% -$396K 0.14% 163
2020
Q1 		$872K Sell
16,243
-954
-6% -$77.6K 0.2% 126
2019
Q4 		$1.92M Sell
17,197
-685
-4% -$77K 0.32% 75
2019
Q3 		$1.83M Buy
17,882
+877
+5% +$87.9K 0.31% 79
2019
Q2 		$1.59M Sell
17,005
-245
-1% -$22K 0.35% 73
2019
Q1 		$1.64M Sell
17,250
-141
-0.8% -$13.4K 0.4% 64
2018
Q4 		$1.5M Sell
17,391
-86
-0.5% -$8.4K 0.44% 61
2018
Q3 		$1.97M Sell
17,477
-1,507
-8% -$174K 0.48% 50
2018
Q2 		$2.13M Sell
18,984
-55
-0.3% -$6.18K 0.57% 44
2018
Q1 		$1.83M Sell
19,039
-2,758
-13% -$268K 0.57% 42
2017
Q4 		$2.2M Buy
21,797
+2,796
+15% +$266K 0.63% 36
2017
Q3 		$1.74M Sell
19,001
-57
-0.3% -$4.83K 0.58% 42
2017
Q2 		$1.57M Buy
19,058
+105
+0.6% +$8.24K 0.56% 48
2017
Q1 		$1.5M Sell
18,953
-609
-3% -$49.1K 0.58% 47
2016
Q4 		$1.69M Buy
19,562
+331
+2% +$27.5K 0.75% 28
2016
Q3 		$1.55M Sell
19,231
-794
-4% -$61.7K 0.73% 35
2016
Q2 		$1.59M Buy
20,025
+843
+4% +$68.8K 0.76% 34
2016
Q1 		$1.66M Buy
19,182
+967
+5% +$78.6K 0.83% 28
2015
Q4 		$1.49M Buy
+18,215
New +$1.57M 0.77% 28

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PSX Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Phillips 66 (PSX) stake by 8.4% in Q4 2022, selling an estimated $37.3K and leaving 3,959 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #409.

Laurel Wealth Advisors (California) first reported a position in PSX in Q4 2015 and has held it in 29 quarters since. The position peaked at $2.2M in Q4 2017. 1,572 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

  • Laurel Wealth Advisors (California) held 3,959 shares of Phillips 66 worth $412K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 365 Phillips 66 shares in Q4 2022, an estimated $37.3K.
  • Phillips 66 made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #409 holding.
  • Laurel Wealth Advisors (California) first reported a position in Phillips 66 in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Phillips 66 position peaked at $2.2M in Q4 2017.
  • 1,572 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.