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Selective Wealth Management’s Phillips 66 PSX Stock Holding History

Selective Wealth Management’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 		– Sell
-795
Closed -$64K – 577
2022
Q3 		$64K Sell
795
-159
-17% -$13.6K 0.03% 265
2022
Q2 		$78K Buy
954
+304
+47% +$28.1K 0.03% 256
2022
Q1 		$56K Buy
+650
New +$54.7K 0.02% 285
2021
Q2 		– Sell
-78
Closed -$6K – 538
2021
Q1 		$6K Buy
78
+25
+47% +$1.96K 0.01% 297
2020
Q4 		$4K Buy
+53
New +$3.11K ﹤0.01% 306

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

Selective Wealth Management's PSX Position: Q4 2022 in Review

Selective Wealth Management sold out of Phillips 66 (PSX) in Q4 2022, closing a stake of 795 shares — an estimated $64K sold.

Selective Wealth Management first reported a position in PSX in Q4 2020 and held it in 5 quarters. The position peaked at $78K in Q2 2022. 1,572 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

  • Selective Wealth Management reported no remaining Phillips 66 position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 795 Phillips 66 shares in Q4 2022, an estimated $64K.
  • Selective Wealth Management first reported a position in Phillips 66 in Q4 2020 and held it in 5 quarters.
  • Selective Wealth Management's Phillips 66 position peaked at $78K in Q2 2022.
  • 1,572 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.