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Mosaic Family Wealth’s Phillips 66 PSX Stock Holding History

Mosaic Family Wealth’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
2017
Q2 		– Sell
-600
Closed -$48K – 744
2017
Q1 		$48K Buy
+600
New +$48.3K 0.02% 329

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mosaic Family Wealth's PSX Position: Q4 2021 in Review

Mosaic Family Wealth increased its Phillips 66 (PSX) stake by 0.03% in Q4 2021, buying an estimated $76 and bringing the position to 2,993 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #167.

Mosaic Family Wealth first reported a position in PSX in Q4 2015 and has held it in 23 quarters since. The position peaked at $936K in Q3 2017. 1,358 funds tracked by Wall St. Rank hold PSX as of Q4 2021.

  • Mosaic Family Wealth held 2,993 shares of Phillips 66 worth $217K as of Q4 2021.
  • Mosaic Family Wealth bought 1 Phillips 66 share in Q4 2021, an estimated $76.
  • Phillips 66 made up 0.06% of Mosaic Family Wealth's portfolio in Q4 2021, its #167 holding.
  • Mosaic Family Wealth first reported a position in Phillips 66 in Q4 2015 and has held it in 23 quarters since.
  • Mosaic Family Wealth's Phillips 66 position peaked at $936K in Q3 2017.
  • 1,358 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.