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 $5.7T 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 $501B 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

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

Bank of America

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

Wellington Management Group

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