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Precision Wealth Strategies’s Phillips 66 PSX Stock Holding History

Precision Wealth Strategies’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
Q3 		– Sell
-2,174
Closed -$207K – 103
2023
Q2 		$207K Sell
2,174
-253
-10% -$24.6K 0.34% 59
2023
Q1 		$246K Buy
+2,427
New +$247K 0.39% 55
2022
Q2 		– Sell
-2,335
Closed -$202K – 177
2022
Q1 		$202K Buy
+2,335
New +$196K 0.12% 168

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
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

Precision Wealth Strategies's PSX Position: Q3 2023 in Review

Precision Wealth Strategies sold out of Phillips 66 (PSX) in Q3 2023, closing a stake of 2,174 shares — an estimated $207K sold.

Precision Wealth Strategies first reported a position in PSX in Q1 2022 and held it in 3 quarters. The position peaked at $246K in Q1 2023. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • Precision Wealth Strategies reported no remaining Phillips 66 position as of Q3 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 2,174 Phillips 66 shares in Q3 2023, an estimated $207K.
  • Precision Wealth Strategies first reported a position in Phillips 66 in Q1 2022 and held it in 3 quarters.
  • Precision Wealth Strategies's Phillips 66 position peaked at $246K in Q1 2023.
  • 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Precision Wealth Strategies's 13F filing for Q3 2023, filed 31 Oct 2023.