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Lenox Wealth Advisors’s Phillips 66 PSX Stock Holding History

Lenox Wealth Advisors’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
Q1 		$52K Sell
619
-162
-21% -$13.6K 0.01% 244
2021
Q4 		$57K Buy
781
+238
+44% +$18K 0.01% 241
2021
Q3 		$38K Buy
543
+3
+0.6% +$217 ﹤0.01% 273
2021
Q2 		$46K Buy
540
+13
+2% +$1.1K 0.01% 244
2021
Q1 		$43K Sell
527
-148
-22% -$11.6K 0.01% 210
2020
Q4 		$47K Buy
675
+200
+42% +$11.7K 0.01% 192
2020
Q3 		$25K Sell
475
-251
-35% -$15.3K ﹤0.01% 253
2020
Q2 		$52K Buy
726
+118
+19% +$8.35K 0.01% 158
2020
Q1 		$33K Buy
608
+75
+14% +$6.1K 0.01% 180
2019
Q4 		$59K Buy
533
+60
+13% +$6.74K 0.01% 161
2019
Q3 		$48K Buy
473
+332
+235% +$33.3K 0.01% 161
2019
Q2 		$13K Sell
141
-46
-25% -$4.13K ﹤0.01% 255
2019
Q1 		$18K Buy
187
+46
+33% +$4.37K ﹤0.01% 214
2018
Q4 		$12K Hold
141
– – ﹤0.01% 233
2018
Q3 		$16K Buy
+141
New +$16.3K ﹤0.01% 224
2018
Q2 		– Sell
-133
Closed -$13K – 626
2018
Q1 		$13K Buy
133
+83
+166% +$8.08K ﹤0.01% 326
2017
Q4 		$5K Buy
+50
New +$4.75K ﹤0.01% 226
2017
Q1 		– Sell
-152
Closed -$13K – 110
2016
Q4 		$13K Sell
152
-45
-23% -$3.74K ﹤0.01% 92
2016
Q3 		$16K Buy
197
+45
+30% +$3.5K ﹤0.01% 152
2016
Q2 		$12K Hold
152
– – ﹤0.01% 160
2016
Q1 		$13K Hold
152
– – ﹤0.01% 157
2015
Q4 		$12K Sell
152
-201
-57% -$17.3K ﹤0.01% 172
2015
Q3 		$27K Buy
353
+37
+12% +$2.94K 0.01% 119
2015
Q2 		$25K Hold
316
– – 0.01% 94
2015
Q1 		$25K Hold
316
– – 0.01% 110
2014
Q4 		$23K Hold
316
– – 0.01% 121
2014
Q3 		$26K Hold
316
– – 0.01% 120
2014
Q2 		$25K Hold
316
– – 0.01% 97
2014
Q1 		$25K Buy
316
+152
+93% +$11.6K 0.01% 89
2013
Q4 		$13K Buy
+164
New +$10.9K 0.01% 147

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Advisors's PSX Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Phillips 66 (PSX) stake by 21% in Q1 2022, selling an estimated $13.6K and leaving 619 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #244.

Lenox Wealth Advisors first reported a position in PSX in Q4 2013 and has held it in 30 quarters since. The position peaked at $59K in Q4 2019. 1,451 funds tracked by Wall St. Rank hold PSX as of Q1 2022.

  • Lenox Wealth Advisors held 619 shares of Phillips 66 worth $52K as of Q1 2022.
  • Lenox Wealth Advisors sold 162 Phillips 66 shares in Q1 2022, an estimated $13.6K.
  • Phillips 66 made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #244 holding.
  • Lenox Wealth Advisors first reported a position in Phillips 66 in Q4 2013 and has held it in 30 quarters since.
  • Lenox Wealth Advisors's Phillips 66 position peaked at $59K in Q4 2019.
  • 1,451 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.