Personal Capital Advisors’s Phillips 66 PSX Stock Holding History

Personal Capital Advisors’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 Q4	$322K	Sell	3,098 -950	-23%	-$97.2K	﹤0.01%	367
2022 Q3	$327K	Buy	+4,048	New	+$345K	﹤0.01%	343
2022 Q2	–	Sell	-2,388	Closed	-$206K	–	474
2022 Q1	$206K	Buy	+2,388	New	+$201K	﹤0.01%	476
2021 Q4	–	Sell	-3,877	Closed	-$272K	–	558
2021 Q3	$272K	Sell	3,877 -109	-3%	-$7.89K	﹤0.01%	422
2021 Q2	$342K	Sell	3,986 -1,569	-28%	-$132K	﹤0.01%	374
2021 Q1	$453K	Buy	+5,555	New	+$436K	﹤0.01%	319
2019 Q4	–	Sell	-2,821	Closed	-$288K	–	408
2019 Q3	$288K	Buy	2,821 +173	+7%	+$17.3K	﹤0.01%	301
2019 Q2	$248K	Sell	2,648 -17	-0.6%	-$1.52K	﹤0.01%	291
2019 Q1	$254K	Buy	2,665 +55	+2%	+$5.23K	﹤0.01%	290
2018 Q4	$225K	Buy	2,610 +264	+11%	+$25.8K	﹤0.01%	284
2018 Q3	$264K	Buy	2,346 +179	+8%	+$20.7K	﹤0.01%	260
2018 Q2	$243K	Buy	+2,167	New	+$244K	﹤0.01%	256

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Personal Capital Advisors's PSX Position: Q4 2022 in Review

Personal Capital Advisors reduced its Phillips 66 (PSX) stake by 23% in Q4 2022, selling an estimated $97.2K and leaving 3,098 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Personal Capital Advisors first reported a position in PSX in Q2 2018 and has held it in 12 quarters since. The position peaked at $453K in Q1 2021. 1,572 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

Personal Capital Advisors held 3,098 shares of Phillips 66 worth $322K as of Q4 2022.
Personal Capital Advisors sold 950 Phillips 66 shares in Q4 2022, an estimated $97.2K.
Phillips 66 made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #367 holding.
Personal Capital Advisors first reported a position in Phillips 66 in Q2 2018 and has held it in 12 quarters since.
Personal Capital Advisors's Phillips 66 position peaked at $453K in Q1 2021.
1,572 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.