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Solidarity Wealth’s Phillips 66 PSX Stock Holding History

Solidarity Wealth’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
Q3 		$223K Sell
2,117
-327
-13% -$27.9K 0.13% 109
2022
Q2 		$218K Sell
2,444
-401
-14% -$37.1K 0.12% 104
2022
Q1 		$255K Buy
+2,845
New +$239K 0.14% 103

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Solidarity Wealth's PSX Position: Q3 2022 in Review

Solidarity Wealth reduced its Phillips 66 (PSX) stake by 13% in Q3 2022, selling an estimated $27.9K and leaving 2,117 shares worth $223K. The position accounts for 0.13% of the portfolio, ranked #109.

Solidarity Wealth first reported a position in PSX in Q1 2022 and has held it in 3 quarters since. The position peaked at $255K in Q1 2022. 1,418 funds tracked by Wall St. Rank hold PSX as of Q3 2022.

  • Solidarity Wealth held 2,117 shares of Phillips 66 worth $223K as of Q3 2022.
  • Solidarity Wealth sold 327 Phillips 66 shares in Q3 2022, an estimated $27.9K.
  • Phillips 66 made up 0.13% of Solidarity Wealth's portfolio in Q3 2022, its #109 holding.
  • Solidarity Wealth first reported a position in Phillips 66 in Q1 2022 and has held it in 3 quarters since.
  • Solidarity Wealth's Phillips 66 position peaked at $255K in Q1 2022.
  • 1,418 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2022.

Based on Solidarity Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.