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Shay Capital’s Phillips 66 PSX Stock Holding History

Shay Capital’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
-9,935
Closed -$802K – 384
2022
Q3 		$802K Buy
9,935
+6,163
+163% +$525K 0.17% 108
2022
Q2 		$309K Sell
3,772
-15,296
-80% -$1.42M 0.06% 247
2022
Q1 		$1.65M Buy
+19,068
New +$1.6M 0.21% 65

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

Shay Capital's PSX Position: Q4 2022 in Review

Shay Capital sold out of Phillips 66 (PSX) in Q4 2022, closing a stake of 9,935 shares — an estimated $802K sold.

Shay Capital first reported a position in PSX in Q1 2022 and held it in 3 quarters. The position peaked at $1.65M in Q1 2022. 1,573 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

  • Shay Capital reported no remaining Phillips 66 position as of Q4 2022 after selling out during the quarter.
  • Shay Capital sold 9,935 Phillips 66 shares in Q4 2022, an estimated $802K.
  • Shay Capital first reported a position in Phillips 66 in Q1 2022 and held it in 3 quarters.
  • Shay Capital's Phillips 66 position peaked at $1.65M in Q1 2022.
  • 1,573 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on Shay Capital's 13F filing for Q4 2022, filed 14 Feb 2023.