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Stamos Capital Partners’s Phillips 66 PSX Stock Holding History

Stamos Capital Partners’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 		– Sell
-6,490
Closed -$524K – 175
2022
Q3 		$524K Buy
6,490
+3,610
+125% +$308K 0.13% 121
2022
Q2 		$236K Buy
+2,880
New +$266K 0.07% 112
2020
Q2 		– Sell
-4,808
Closed -$258K – 80
2020
Q1 		$258K Buy
+4,808
New +$391K 0.14% 77

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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

Stamos Capital Partners's PSX Position: Q4 2022 in Review

Stamos Capital Partners sold out of Phillips 66 (PSX) in Q4 2022, closing a stake of 6,490 shares — an estimated $524K sold.

Stamos Capital Partners first reported a position in PSX in Q1 2020 and held it in 3 quarters. The position peaked at $524K in Q3 2022. 1,572 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

  • Stamos Capital Partners reported no remaining Phillips 66 position as of Q4 2022 after selling out during the quarter.
  • Stamos Capital Partners sold 6,490 Phillips 66 shares in Q4 2022, an estimated $524K.
  • Stamos Capital Partners first reported a position in Phillips 66 in Q1 2020 and held it in 3 quarters.
  • Stamos Capital Partners's Phillips 66 position peaked at $524K in Q3 2022.
  • 1,572 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on Stamos Capital Partners's 13F filing for Q4 2022, filed 13 Feb 2023.