LFF
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Level Four Financial’s Phillips 66 PSX Stock Holding History

Level Four Financial’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
2021
Q1 		– Sell
-500
Closed -$4K – 333
2020
Q4 		$4K Buy
+500
New +$29.4K ﹤0.01% 315

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Level Four Financial's PSX Position: Q3 2021 in Review

Level Four Financial increased its Phillips 66 (PSX) stake by 12% in Q3 2021, buying an estimated $38.8K and bringing the position to 4,928 shares worth $345K. The position accounts for 0.15% of the portfolio, ranked #175.

Level Four Financial first reported a position in PSX in Q4 2020 and has held it in 4 quarters since. The position peaked at $580K in Q4 2020. 1,237 funds tracked by Wall St. Rank hold PSX as of Q3 2021.

  • Level Four Financial held 4,928 shares of Phillips 66 worth $345K as of Q3 2021.
  • Level Four Financial bought 536 Phillips 66 shares in Q3 2021, an estimated $38.8K.
  • Phillips 66 made up 0.15% of Level Four Financial's portfolio in Q3 2021, its #175 holding.
  • Level Four Financial first reported a position in Phillips 66 in Q4 2020 and has held it in 4 quarters since.
  • Level Four Financial's Phillips 66 position peaked at $580K in Q4 2020.
  • 1,237 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.