MinichMacGregor Wealth Management’s Phillips 66 PSX Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-1,558	Closed	-$162K	–	495
2022 Q4	$162K	Buy	+1,558	New	+$159K	0.06%	90
2018 Q4	–	Sell	-151	Closed	-$17K	–	398
2018 Q3	$17K	Sell	151 -19	-11%	-$2.2K	0.01%	240
2018 Q2	$18K	Hold	170	–	–	0.01%	225
2018 Q1	$16K	Hold	170	–	–	0.01%	233
2017 Q4	$17K	Hold	170	–	–	0.01%	224
2017 Q3	$15K	Hold	170	–	–	0.01%	233
2017 Q2	$14K	Sell	170 -175	-51%	-$13.7K	0.01%	234
2017 Q1	$27K	Hold	345	–	–	0.02%	147
2016 Q4	$29K	Hold	345	–	–	0.03%	140
2016 Q3	$27K	Buy	345 +2	+0.6%	+$155	0.03%	160
2016 Q2	$27K	Hold	343	–	–	0.03%	154
2016 Q1	$29K	Buy	343 +187	+120%	+$15.2K	0.03%	145
2015 Q4	$12K	Buy	+156	New	+$13.5K	0.01%	214

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

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

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

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

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

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

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

MinichMacGregor Wealth Management's PSX Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 1,558 shares — an estimated $162K sold.

MinichMacGregor Wealth Management first reported a position in PSX in Q4 2015 and held it in 13 quarters. The position peaked at $162K in Q4 2022. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,558 Phillips 66 shares in Q1 2023, an estimated $162K.
MinichMacGregor Wealth Management first reported a position in Phillips 66 in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Phillips 66 position peaked at $162K in Q4 2022.
1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.