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Spartan Planning & Wealth Management’s Phillips 66 PSX Stock Holding History

Spartan Planning & Wealth 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
Q4 		$33K Hold
317
– – 0.04% 107
2022
Q3 		$26K Sell
317
-317
-50% -$27K 0.03% 53
2022
Q2 		$52K Hold
634
– – 0.07% 58
2022
Q1 		$55K Buy
+634
New +$53.3K 0.07% 83

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Spartan Planning & Wealth Management's PSX Position: Q4 2022 in Review

Spartan Planning & Wealth Management held its Phillips 66 (PSX) position steady in Q4 2022 at 317 shares worth $33K. The position accounts for 0.04% of the portfolio, ranked #107.

Spartan Planning & Wealth Management first reported a position in PSX in Q1 2022 and has held it in 4 quarters since. The position peaked at $55K in Q1 2022. 1,573 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

  • Spartan Planning & Wealth Management held 317 shares of Phillips 66 worth $33K as of Q4 2022.
  • Spartan Planning & Wealth Management left its Phillips 66 share count unchanged in Q4 2022.
  • Phillips 66 made up 0.04% of Spartan Planning & Wealth Management's portfolio in Q4 2022, its #107 holding.
  • Spartan Planning & Wealth Management first reported a position in Phillips 66 in Q1 2022 and has held it in 4 quarters since.
  • Spartan Planning & Wealth Management's Phillips 66 position peaked at $55K in Q1 2022.
  • 1,573 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.