LGL Partners’s Phillips 66 PSX Stock Holding History

LGL Partners’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	–	Sell	-2,788	Closed	-$225K	–	139
2022 Q3	$225K	Buy	+2,788	New	+$238K	0.05%	120

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LGL Partners's PSX Position: Q4 2022 in Review

LGL Partners sold out of Phillips 66 (PSX) in Q4 2022, closing a stake of 2,788 shares — an estimated $225K sold.

LGL Partners first reported a position in PSX in Q3 2022 and held it in 1 quarter. The position peaked at $225K in Q3 2022. 1,573 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

LGL Partners reported no remaining Phillips 66 position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 2,788 Phillips 66 shares in Q4 2022, an estimated $225K.
LGL Partners first reported a position in Phillips 66 in Q3 2022 and held it in 1 quarter.
LGL Partners's Phillips 66 position peaked at $225K in Q3 2022.
1,573 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.