SFPG
PSX icon

Stonebridge Financial Planning Group’s Phillips 66 PSX Stock Holding History

Stonebridge Financial Planning 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
2021
Q4 		– Sell
-175
Closed -$14K – 421
2021
Q3 		$14K Hold
175
– – 0.01% 322
2021
Q2 		$14K Hold
175
– – 0.01% 336
2021
Q1 		$14K Hold
175
– – 0.01% 334
2020
Q4 		$12K Hold
175
– – 0.01% 316
2020
Q3 		$9K Hold
175
– – 0.01% 322
2020
Q2 		$12K Hold
175
– – 0.01% 298
2020
Q1 		$11K Buy
+175
New +$14.2K 0.01% 294

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

Stonebridge Financial Planning Group's PSX Position: Q4 2021 in Review

Stonebridge Financial Planning Group sold out of Phillips 66 (PSX) in Q4 2021, closing a stake of 175 shares — an estimated $14K sold.

Stonebridge Financial Planning Group first reported a position in PSX in Q1 2020 and held it in 7 quarters. The position peaked at $14K in Q3 2021. 1,357 funds tracked by Wall St. Rank hold PSX as of Q4 2021.

  • Stonebridge Financial Planning Group reported no remaining Phillips 66 position as of Q4 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 175 Phillips 66 shares in Q4 2021, an estimated $14K.
  • Stonebridge Financial Planning Group first reported a position in Phillips 66 in Q1 2020 and held it in 7 quarters.
  • Stonebridge Financial Planning Group's Phillips 66 position peaked at $14K in Q3 2021.
  • 1,357 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.

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