Romano Brothers & Co’s Phillips 66 PSX Stock Holding History

Romano Brothers & Co’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	-312	Closed	-$32.5K	–	801
2022 Q4	$32.5K	Buy	+312	New	+$31.9K	﹤0.01%	535

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Romano Brothers & Co's PSX Position: Q1 2023 in Review

Romano Brothers & Co sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 312 shares — an estimated $32.5K sold.

Romano Brothers & Co first reported a position in PSX in Q4 2022 and held it in 1 quarter. The position peaked at $32.5K in Q4 2022. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

Romano Brothers & Co reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 312 Phillips 66 shares in Q1 2023, an estimated $32.5K.
Romano Brothers & Co first reported a position in Phillips 66 in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Phillips 66 position peaked at $32.5K in Q4 2022.
1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.