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SBB Research Group’s Phillips 66 PSX Stock Holding History

SBB Research Group’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 		$337K Buy
2,808
+26
+0.9% +$2.92K 0.6% 26
2023
Q2 		$265K Buy
2,782
+31
+1% +$3.01K 0.48% 29
2023
Q1 		$279K Buy
2,751
+27
+1% +$2.75K 0.39% 31
2022
Q4 		$283K Buy
2,724
+24
+0.9% +$2.46K 0.41% 29
2022
Q3 		$218K Buy
2,700
+29
+1% +$2.47K 0.31% 31
2022
Q2 		$219K Buy
2,671
+25
+0.9% +$2.31K 0.09% 35
2022
Q1 		$229K Buy
+2,646
New +$223K 0.05% 43

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

SBB Research Group's PSX Position: Q3 2023 in Review

SBB Research Group increased its Phillips 66 (PSX) stake by 0.93% in Q3 2023, buying an estimated $2.92K and bringing the position to 2,808 shares worth $337K. The position accounts for 0.6% of the portfolio, ranked #26.

SBB Research Group first reported a position in PSX in Q1 2022 and has held it in 7 quarters since. 1,662 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • SBB Research Group held 2,808 shares of Phillips 66 worth $337K as of Q3 2023.
  • SBB Research Group bought 26 Phillips 66 shares in Q3 2023, an estimated $2.92K.
  • Phillips 66 made up 0.6% of SBB Research Group's portfolio in Q3 2023, its #26 holding.
  • SBB Research Group first reported a position in Phillips 66 in Q1 2022 and has held it in 7 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on SBB Research Group's 13F filing for Q3 2023, filed 13 Nov 2023.