Stonnington Group’s Phillips 66 PSX Stock Holding History

Stonnington 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 Q1	$238K	Hold	2,238	–	–	0.06%	213
2022 Q4	$227K	Sell	2,238 -90	-4%	-$9.21K	0.06%	189
2022 Q3	$228K	Buy	+2,328	New	+$198K	0.06%	184

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stonnington Group's PSX Position: Q1 2023 in Review

Stonnington Group held its Phillips 66 (PSX) position steady in Q1 2023 at 2,238 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #213.

Stonnington Group first reported a position in PSX in Q3 2022 and has held it in 3 quarters since. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

Stonnington Group held 2,238 shares of Phillips 66 worth $238K as of Q1 2023.
Stonnington Group left its Phillips 66 share count unchanged in Q1 2023.
Phillips 66 made up 0.06% of Stonnington Group's portfolio in Q1 2023, its #213 holding.
Stonnington Group first reported a position in Phillips 66 in Q3 2022 and has held it in 3 quarters since.
1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.