SFP
PSX icon

Sterling Financial Planning’s Phillips 66 PSX Stock Holding History

Sterling Financial Planning’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
-1,093
Closed -$77K – 316
2021
Q3 		$77K Buy
1,093
+337
+45% +$24.4K 0.05% 151
2021
Q2 		$65K Hold
756
– – 0.04% 149
2021
Q1 		$62K Hold
756
– – 0.04% 134
2020
Q4 		$53K Buy
+756
New +$44.4K 0.04% 138

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Financial Planning's PSX Position: Q4 2021 in Review

Sterling Financial Planning sold out of Phillips 66 (PSX) in Q4 2021, closing a stake of 1,093 shares — an estimated $77K sold.

Sterling Financial Planning first reported a position in PSX in Q4 2020 and held it in 4 quarters. The position peaked at $77K in Q3 2021. 1,357 funds tracked by Wall St. Rank hold PSX as of Q4 2021.

  • Sterling Financial Planning reported no remaining Phillips 66 position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,093 Phillips 66 shares in Q4 2021, an estimated $77K.
  • Sterling Financial Planning first reported a position in Phillips 66 in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Phillips 66 position peaked at $77K in Q3 2021.
  • 1,357 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.