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Parsec Financial Management’s Phillips 66 PSX Stock Holding History

Parsec Financial 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 		$307K Buy
3,024
+225
+8% +$22.9K 0.01% 254
2022
Q4 		$291K Buy
+2,799
New +$286K 0.01% 255

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parsec Financial Management's PSX Position: Q1 2023 in Review

Parsec Financial Management increased its Phillips 66 (PSX) stake by 8% in Q1 2023, buying an estimated $22.9K and bringing the position to 3,024 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #254.

Parsec Financial Management first reported a position in PSX in Q4 2022 and has held it in 2 quarters since. 1,570 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

  • Parsec Financial Management held 3,024 shares of Phillips 66 worth $307K as of Q1 2023.
  • Parsec Financial Management bought 225 Phillips 66 shares in Q1 2023, an estimated $22.9K.
  • Phillips 66 made up 0.01% of Parsec Financial Management's portfolio in Q1 2023, its #254 holding.
  • Parsec Financial Management first reported a position in Phillips 66 in Q4 2022 and has held it in 2 quarters since.
  • 1,570 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.