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Sargent Bickham Lagudis’s Phillips 66 PSX Stock Holding History

Sargent Bickham Lagudis’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 		$85.7K Hold
823
– – 0.01% 361
2022
Q3 		$66K Sell
823
-292
-26% -$24.9K 0.01% 370
2022
Q2 		$92K Buy
1,115
+292
+35% +$27K 0.01% 336
2022
Q1 		$71K Sell
823
-39
-5% -$3.28K 0.01% 387
2021
Q4 		$62K Sell
862
-2,500
-74% -$189K ﹤0.01% 417
2021
Q3 		$235K Sell
3,362
-219
-6% -$15.9K 0.02% 232
2021
Q2 		$307K Buy
3,581
+124
+4% +$10.5K 0.03% 210
2021
Q1 		$282K Buy
3,457
+550
+19% +$43.2K 0.02% 206
2020
Q4 		$203K Buy
2,907
+48
+2% +$2.82K 0.02% 234
2020
Q3 		$148K Hold
2,859
– – 0.01% 245
2020
Q2 		$206K Sell
2,859
-149
-5% -$10.5K 0.02% 202
2020
Q1 		$161K Buy
3,008
+2,201
+273% +$179K 0.02% 210
2019
Q4 		$90K Buy
807
+210
+35% +$23.6K 0.01% 292
2019
Q3 		$61K Sell
597
-1,739
-74% -$174K 0.01% 320
2019
Q2 		$218K Buy
2,336
+141
+6% +$12.7K 0.03% 194
2019
Q1 		$209K Hold
2,195
– – 0.02% 203
2018
Q4 		$189K Hold
2,195
– – 0.02% 199
2018
Q3 		$247K Buy
2,195
+1
+0% +$116 0.03% 189
2018
Q2 		$246K Hold
2,194
– – 0.03% 181
2018
Q1 		$210K Sell
2,194
-27
-1% -$2.63K 0.03% 202
2017
Q4 		$225K Sell
2,221
-69
-3% -$6.56K 0.03% 203
2017
Q3 		$210K Sell
2,290
-118
-5% -$9.99K 0.03% 213
2017
Q2 		$199K Buy
2,408
+27
+1% +$2.12K 0.03% 205
2017
Q1 		$189K Buy
2,381
+42
+2% +$3.38K 0.02% 213
2016
Q4 		$202K Buy
2,339
+250
+12% +$20.8K 0.03% 201
2016
Q3 		$168 Buy
2,089
+195
+10% +$15.2K 0.03% 215
2016
Q2 		$150K Buy
1,894
+55
+3% +$4.49K 0.02% 235
2016
Q1 		$159K Buy
+1,839
New +$149K 0.03% 232

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

Sargent Bickham Lagudis's PSX Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Phillips 66 (PSX) position steady in Q4 2022 at 823 shares worth $85.7K. The position accounts for 0.01% of the portfolio, ranked #361.

Sargent Bickham Lagudis first reported a position in PSX in Q1 2016 and has held it in 28 quarters since. The position peaked at $307K in Q2 2021. 1,572 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

  • Sargent Bickham Lagudis held 823 shares of Phillips 66 worth $85.7K as of Q4 2022.
  • Sargent Bickham Lagudis left its Phillips 66 share count unchanged in Q4 2022.
  • Phillips 66 made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #361 holding.
  • Sargent Bickham Lagudis first reported a position in Phillips 66 in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Phillips 66 position peaked at $307K in Q2 2021.
  • 1,572 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.