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Professional Financial Advisors’s Phillips 66 PSX Stock Holding History

Professional Financial 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 		– Sell
-164
Closed -$13K – 357
2022
Q3 		$13K Buy
164
+1
+0.6% +$85 0.01% 268
2022
Q2 		$13K Buy
163
+2
+1% +$185 0.01% 273
2022
Q1 		$14K Buy
161
+2
+1% +$168 0.01% 275
2021
Q4 		$12K Buy
159
+2
+1% +$151 0.01% 300
2021
Q3 		$11K Buy
157
+2
+1% +$145 0.01% 256
2021
Q2 		$13K Buy
155
+1
+0.6% +$84 0.01% 255
2021
Q1 		$13K Buy
154
+2
+1% +$157 0.01% 227
2020
Q4 		$11K Hold
152
– – 0.01% 235
2020
Q3 		$7K Buy
+152
New +$9.28K 0.01% 243

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
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
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

Professional Financial Advisors's PSX Position: Q4 2022 in Review

Professional Financial Advisors sold out of Phillips 66 (PSX) in Q4 2022, closing a stake of 164 shares — an estimated $13K sold.

Professional Financial Advisors first reported a position in PSX in Q3 2020 and held it in 9 quarters. The position peaked at $14K in Q1 2022. 1,572 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

  • Professional Financial Advisors reported no remaining Phillips 66 position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 164 Phillips 66 shares in Q4 2022, an estimated $13K.
  • Professional Financial Advisors first reported a position in Phillips 66 in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Phillips 66 position peaked at $14K in Q1 2022.
  • 1,572 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.