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Simplicity Solutions’s Phillips 66 PSX Stock Holding History

Simplicity Solutions’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
Q4 		$1.1M Buy
8,242
+362
+5% +$43.3K 0.03% 420
2023
Q3 		$947K Sell
7,880
-2,082
-21% -$234K 0.03% 428
2023
Q2 		$950K Buy
9,962
+370
+4% +$36K 0.03% 474
2023
Q1 		$972K Buy
9,592
+6,640
+225% +$675K 0.03% 495
2022
Q4 		$307K Buy
2,952
+193
+7% +$19.7K 0.04% 476
2022
Q3 		$223K Buy
+2,759
New +$235K 0.03% 561
2021
Q4 		– Sell
-3,978
Closed -$279K – 577
2021
Q3 		$279K Buy
3,978
+1,347
+51% +$97.5K 0.04% 464
2021
Q2 		$226K Buy
+2,631
New +$222K 0.04% 469
2021
Q1 		– Sell
-11,365
Closed -$795K – 846
2020
Q4 		$795K Sell
11,365
-1,241
-10% -$72.9K 0.01% 601
2020
Q3 		$654K Sell
12,606
-752
-6% -$45.9K 0.01% 580
2020
Q2 		$960K Buy
13,358
+505
+4% +$35.8K 0.02% 483
2020
Q1 		$690K Buy
12,853
+2,344
+22% +$191K 0.02% 422
2019
Q4 		$1.17M Buy
10,509
+891
+9% +$100K 0.04% 356
2019
Q3 		$985K Sell
9,618
-142
-1% -$14.2K 0.04% 300
2019
Q2 		$913K Sell
9,760
-6,705
-41% -$602K 0.04% 270
2019
Q1 		$1.57M Sell
16,465
-2,347
-12% -$223K 0.09% 188
2018
Q4 		$1.62M Buy
18,812
+12,985
+223% +$1.27M 0.21% 116
2018
Q3 		$656K Sell
5,827
-127
-2% -$14.7K 0.04% 222
2018
Q2 		$669K Buy
5,954
+2,835
+91% +$319K 0.05% 212
2018
Q1 		$299K Sell
3,119
-4,263
-58% -$415K 0.03% 286
2017
Q4 		$747K Buy
7,382
+2,349
+47% +$223K 0.07% 168
2017
Q3 		$461K Sell
5,033
-9,183
-65% -$778K 0.31% 80
2017
Q2 		$1.18M Buy
14,216
+298
+2% +$23.4K 0.14% 122
2017
Q1 		$1.1M Buy
13,918
+1,881
+16% +$152K 0.17% 120
2016
Q4 		$1.04M Buy
12,037
+6,872
+133% +$571K 0.24% 92
2016
Q3 		$416K Buy
5,165
+173
+3% +$13.4K 0.2% 128
2016
Q2 		$396K Buy
4,992
+192
+4% +$15.7K 0.21% 134
2016
Q1 		$416K Sell
4,800
-24,576
-84% -$2M 0.26% 122
2015
Q4 		$2.4M Buy
+29,376
New +$2.53M 0.28% 97

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simplicity Solutions's PSX Position: Q4 2023 in Review

Simplicity Solutions increased its Phillips 66 (PSX) stake by 4.6% in Q4 2023, buying an estimated $43.3K and bringing the position to 8,242 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #420.

Simplicity Solutions first reported a position in PSX in Q4 2015 and has held it in 29 quarters since. The position peaked at $2.4M in Q4 2015. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

  • Simplicity Solutions held 8,242 shares of Phillips 66 worth $1.1M as of Q4 2023.
  • Simplicity Solutions bought 362 Phillips 66 shares in Q4 2023, an estimated $43.3K.
  • Phillips 66 made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #420 holding.
  • Simplicity Solutions first reported a position in Phillips 66 in Q4 2015 and has held it in 29 quarters since.
  • Simplicity Solutions's Phillips 66 position peaked at $2.4M in Q4 2015.
  • 1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.