M Holdings Securities’s Phillips 66 PSX Stock Holding History

M Holdings Securities’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 Q2	–	Sell	-2,479	Closed	-$251K	–	394
2023 Q1	$251K	Buy	+2,479	New	+$252K	0.03%	395

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Barclays London, United Kingdom $416B AUM 33.63% 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

M Holdings Securities's PSX Position: Q1 2023 in Review

M Holdings Securities sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 2,420 shares — an estimated $246K sold.

M Holdings Securities first reported a position in PSX in Q3 2014 and held it in 8 quarters. The position peaked at $300K in Q2 2018. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

M Holdings Securities reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
M Holdings Securities sold 2,420 Phillips 66 shares in Q1 2023, an estimated $246K.
M Holdings Securities first reported a position in Phillips 66 in Q3 2014 and held it in 8 quarters.
M Holdings Securities's Phillips 66 position peaked at $300K in Q2 2018.
1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on M Holdings Securities's 13F filing for Q1 2023, filed 16 May 2023.