Safeguard Financial’s Phillips 66 PSX Stock Holding History

Safeguard Financial’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	-153	Closed	-$14K	–	427
2023 Q2	$14K	Buy	+153	New	+$14.9K	0.01%	296

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

Safeguard Financial's PSX Position: Q3 2023 in Review

Safeguard Financial sold out of Phillips 66 (PSX) in Q3 2023, closing a stake of 153 shares — an estimated $14K sold.

Safeguard Financial first reported a position in PSX in Q2 2023 and held it in 1 quarter. The position peaked at $14K in Q2 2023. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

Safeguard Financial reported no remaining Phillips 66 position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 153 Phillips 66 shares in Q3 2023, an estimated $14K.
Safeguard Financial first reported a position in Phillips 66 in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Phillips 66 position peaked at $14K in Q2 2023.
1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.