Sierra Capital’s Phillips 66 PSX Stock Holding History

Sierra 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
2023 Q1	–	Sell	-411	Closed	-$43K	–	467
2022 Q4	$43K	Hold	411	–	–	0.01%	268
2022 Q3	$33K	Sell	411 -123	-23%	-$10.5K	0.01%	291
2022 Q2	$44K	Sell	534 -1	-0.2%	-$93	0.01%	337
2022 Q1	$46K	Buy	535 +17	+3%	+$1.43K	0.01%	357
2021 Q4	$38K	Buy	+518	New	+$39.2K	0.01%	364

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Sierra Capital's PSX Position: Q1 2023 in Review

Sierra Capital sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 411 shares — an estimated $43K sold.

Sierra Capital first reported a position in PSX in Q4 2021 and held it in 5 quarters. The position peaked at $46K in Q1 2022. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

Sierra Capital reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 411 Phillips 66 shares in Q1 2023, an estimated $43K.
Sierra Capital first reported a position in Phillips 66 in Q4 2021 and held it in 5 quarters.
Sierra Capital's Phillips 66 position peaked at $46K in Q1 2022.
1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.