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Meredith Wealth Planning’s Phillips 66 PSX Stock Holding History

Meredith Wealth Planning’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
-2,121
Closed -$215K – 58
2023
Q1 		$215K Hold
2,121
– – 0.17% 58
2022
Q4 		$221K Buy
+2,121
New +$217K 0.19% 56

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meredith Wealth Planning's PSX Position: Q2 2023 in Review

Meredith Wealth Planning sold out of Phillips 66 (PSX) in Q2 2023, closing a stake of 2,121 shares — an estimated $215K sold.

Meredith Wealth Planning first reported a position in PSX in Q4 2022 and held it in 2 quarters. The position peaked at $221K in Q4 2022. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

  • Meredith Wealth Planning reported no remaining Phillips 66 position as of Q2 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 2,121 Phillips 66 shares in Q2 2023, an estimated $215K.
  • Meredith Wealth Planning first reported a position in Phillips 66 in Q4 2022 and held it in 2 quarters.
  • Meredith Wealth Planning's Phillips 66 position peaked at $221K in Q4 2022.
  • 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.