Loveless Wealth Management’s Phillips 66 PSX Stock Holding History

Loveless Wealth Management’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 Q2	$316K	Buy	3,859 +49	+1%	+$4.53K	0.21%	104
2022 Q1	$329K	Hold	3,810	–	–	0.19%	111
2021 Q4	$276K	Hold	3,810	–	–	0.15%	120
2021 Q3	$267K	Buy	3,810 +200	+6%	+$14.5K	0.16%	117
2021 Q2	$310K	Hold	3,610	–	–	0.19%	112
2021 Q1	$294K	Hold	3,610	–	–	0.19%	106
2020 Q4	$252K	Buy	+3,610	New	+$212K	0.19%	106
2020 Q3	–	Sell	-3,715	Closed	-$267K	–	117
2020 Q2	$267K	Buy	+3,715	New	+$263K	0.25%	92
2020 Q1	–	Sell	-3,421	Closed	-$371K	–	111
2019 Q4	$371K	Buy	+3,421	New	+$384K	0.32%	82

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Loveless Wealth Management's PSX Position: Q2 2022 in Review

Loveless Wealth Management increased its Phillips 66 (PSX) stake by 1.3% in Q2 2022, buying an estimated $4.53K and bringing the position to 3,859 shares worth $316K. The position accounts for 0.21% of the portfolio, ranked #104.

Loveless Wealth Management first reported a position in PSX in Q4 2019 and has held it in 9 quarters since. The position peaked at $371K in Q4 2019. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

Loveless Wealth Management held 3,859 shares of Phillips 66 worth $316K as of Q2 2022.
Loveless Wealth Management bought 49 Phillips 66 shares in Q2 2022, an estimated $4.53K.
Phillips 66 made up 0.21% of Loveless Wealth Management's portfolio in Q2 2022, its #104 holding.
Loveless Wealth Management first reported a position in Phillips 66 in Q4 2019 and has held it in 9 quarters since.
Loveless Wealth Management's Phillips 66 position peaked at $371K in Q4 2019.
1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.