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Pinnacle Private Wealth’s Phillips 66 PSX Stock Holding History

Pinnacle Private 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
2022
Q2 		$232K Sell
2,833
-708
-20% -$65.5K 0.09% 235
2022
Q1 		$306K Buy
+3,541
New +$298K 0.1% 219

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Private Wealth's PSX Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Phillips 66 (PSX) stake by 20% in Q2 2022, selling an estimated $65.5K and leaving 2,833 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #235.

Pinnacle Private Wealth first reported a position in PSX in Q1 2022 and has held it in 2 quarters since. The position peaked at $306K in Q1 2022. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

  • Pinnacle Private Wealth held 2,833 shares of Phillips 66 worth $232K as of Q2 2022.
  • Pinnacle Private Wealth sold 708 Phillips 66 shares in Q2 2022, an estimated $65.5K.
  • Phillips 66 made up 0.09% of Pinnacle Private Wealth's portfolio in Q2 2022, its #235 holding.
  • Pinnacle Private Wealth first reported a position in Phillips 66 in Q1 2022 and has held it in 2 quarters since.
  • Pinnacle Private Wealth's Phillips 66 position peaked at $306K in Q1 2022.
  • 1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.