SFG
PSX icon

Steward Financial Group’s Phillips 66 PSX Stock Holding History

Steward Financial Group’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
2023
Q3 		$148K Sell
1,235
-14
-1% -$1.57K 0.05% 82
2023
Q2 		$119K Buy
+1,249
New +$121K 0.04% 88
2022
Q3 		– Sell
-1,240
Closed -$101K – 1016
2022
Q2 		$101K Buy
1,240
+115
+10% +$10.6K 0.08% 54
2022
Q1 		$97K Sell
1,125
-2
-0.2% -$168 0.09% 51
2021
Q4 		$81K Buy
+1,127
New +$85.2K 0.07% 52

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Steward Financial Group's PSX Position: Q3 2023 in Review

Steward Financial Group reduced its Phillips 66 (PSX) stake by 1.1% in Q3 2023, selling an estimated $1.57K and leaving 1,235 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #82.

Steward Financial Group first reported a position in PSX in Q4 2021 and has held it in 5 quarters since. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • Steward Financial Group held 1,235 shares of Phillips 66 worth $148K as of Q3 2023.
  • Steward Financial Group sold 14 Phillips 66 shares in Q3 2023, an estimated $1.57K.
  • Phillips 66 made up 0.05% of Steward Financial Group's portfolio in Q3 2023, its #82 holding.
  • Steward Financial Group first reported a position in Phillips 66 in Q4 2021 and has held it in 5 quarters since.
  • 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.