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Retirement Financial Solutions’s Phillips 66 PSX Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-74
Closed -$7.7K – 192
2022
Q4 		$7.7K Buy
+74
New +$7.57K 0.01% 150

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Financial Solutions's PSX Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 74 shares — an estimated $7.7K sold.

Retirement Financial Solutions first reported a position in PSX in Q4 2022 and held it in 1 quarter. The position peaked at $7.7K in Q4 2022. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 74 Phillips 66 shares in Q1 2023, an estimated $7.7K.
  • Retirement Financial Solutions first reported a position in Phillips 66 in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Phillips 66 position peaked at $7.7K in Q4 2022.
  • 1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.