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Minot Wealth Management’s Phillips 66 PSX Stock Holding History

Minot 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 		$210K Buy
+2,560
New +$237K 0.05% 171
2021
Q3 		– Sell
-2,879
Closed -$235K – 216
2021
Q2 		$235K Buy
+2,879
New +$243K 0.05% 178

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Minot Wealth Management opened a new position in Phillips 66 (PSX) in Q2 2022: 2,560 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings. This is a return to the name: Minot Wealth Management previously reported a position in PSX as recently as Q2 2021.

Minot Wealth Management first reported a position in PSX in Q2 2021 and has held it in 2 quarters since. The position peaked at $235K in Q2 2021. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

  • Minot Wealth Management held 2,560 shares of Phillips 66 worth $210K as of Q2 2022.
  • Phillips 66 was a new Minot Wealth Management position in Q2 2022.
  • Phillips 66 made up 0.05% of Minot Wealth Management's portfolio in Q2 2022, its #171 holding.
  • Minot Wealth Management first reported a position in Phillips 66 in Q2 2021 and has held it in 2 quarters since.
  • Minot Wealth Management's Phillips 66 position peaked at $235K in Q2 2021.
  • 1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.