Leelyn Smith’s Phillips 66 PSX Stock Holding History

Leelyn Smith’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	-220	Closed	-$22.8K	–	340
2022 Q4	$22.8K	Buy	220 +1	+0.5%	+$102	0.01%	243
2022 Q3	$18K	Buy	219 +1	+0.5%	+$85	0.01%	243
2022 Q2	$18K	Hold	218	–	–	﹤0.01%	259
2022 Q1	$19K	Buy	218 +1	+0.5%	+$84	0.01%	247
2021 Q4	$16K	Buy	217 +1	+0.5%	+$76	﹤0.01%	259
2021 Q3	$15K	Buy	216 +1	+0.5%	+$72	﹤0.01%	252
2021 Q2	$18K	Hold	215	–	–	0.01%	241
2021 Q1	$17K	Buy	215 +2	+0.9%	+$157	0.01%	253
2020 Q4	$15K	Buy	213 +52	+32%	+$3.05K	﹤0.01%	247
2020 Q3	$8K	Hold	161	–	–	﹤0.01%	277
2020 Q2	$12K	Buy	161 +1	+0.6%	+$71	﹤0.01%	302
2020 Q1	$9K	Sell	160 -4	-2%	-$326	﹤0.01%	249
2019 Q4	$18	Buy	+164	New	+$18.4K	0.01%	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

Leelyn Smith's PSX Position: Q1 2023 in Review

Leelyn Smith sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 220 shares — an estimated $22.8K sold.

Leelyn Smith first reported a position in PSX in Q4 2019 and held it in 13 quarters. The position peaked at $22.8K in Q4 2022. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

Leelyn Smith reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 220 Phillips 66 shares in Q1 2023, an estimated $22.8K.
Leelyn Smith first reported a position in Phillips 66 in Q4 2019 and held it in 13 quarters.
Leelyn Smith's Phillips 66 position peaked at $22.8K in Q4 2022.
1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.