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Signet Financial Management’s Phillips 66 PSX Stock Holding History

Signet Financial 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
Q1 		– Sell
-45
Closed -$3K – 1066
2021
Q4 		$3K Buy
+45
New +$3.4K ﹤0.01% 1271
2018
Q4 		– Sell
-441
Closed -$50K – 680
2018
Q3 		$50K Buy
441
+95
+27% +$11K 0.01% 394
2018
Q2 		$39K Sell
346
-50
-13% -$5.62K 0.01% 425
2018
Q1 		$38K Buy
+396
New +$38.5K 0.01% 390

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Signet Financial Management's PSX Position: Q1 2022 in Review

Signet Financial Management sold out of Phillips 66 (PSX) in Q1 2022, closing a stake of 45 shares — an estimated $3K sold.

Signet Financial Management first reported a position in PSX in Q1 2018 and held it in 4 quarters. The position peaked at $50K in Q3 2018. 1,450 funds tracked by Wall St. Rank hold PSX as of Q1 2022.

  • Signet Financial Management reported no remaining Phillips 66 position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 45 Phillips 66 shares in Q1 2022, an estimated $3K.
  • Signet Financial Management first reported a position in Phillips 66 in Q1 2018 and held it in 4 quarters.
  • Signet Financial Management's Phillips 66 position peaked at $50K in Q3 2018.
  • 1,450 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.