Solstein Capital’s Phillips 66 PSX Stock Holding History

Solstein 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
2021 Q4	–	Sell	-15	Closed	-$1K	–	462
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	450
2021 Q2	$1K	Buy	+15	New	+$1.27K	﹤0.01%	435
2020 Q4	–	Sell	-337	Closed	-$17K	–	181
2020 Q3	$17K	Hold	337	–	–	0.04%	186
2020 Q2	$24K	Hold	337	–	–	0.06%	159
2020 Q1	$18K	Buy	337 +136	+68%	+$11.1K	0.07%	151
2019 Q4	$22K	Buy	+201	New	+$22.6K	0.04%	180

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Solstein Capital's PSX Position: Q4 2021 in Review

Solstein Capital sold out of Phillips 66 (PSX) in Q4 2021, closing a stake of 15 shares — an estimated $1K sold.

Solstein Capital first reported a position in PSX in Q4 2019 and held it in 6 quarters. The position peaked at $24K in Q2 2020. 1,357 funds tracked by Wall St. Rank hold PSX as of Q4 2021.

Solstein Capital reported no remaining Phillips 66 position as of Q4 2021 after selling out during the quarter.
Solstein Capital sold 15 Phillips 66 shares in Q4 2021, an estimated $1K.
Solstein Capital first reported a position in Phillips 66 in Q4 2019 and held it in 6 quarters.
Solstein Capital's Phillips 66 position peaked at $24K in Q2 2020.
1,357 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.

Based on Solstein Capital's 13F filing for Q4 2021, filed 27 Jan 2022.