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Sutton Wealth Advisors’s Phillips 66 PSX Stock Holding History

Sutton Wealth Advisors’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 		$289K Buy
2,405
+16
+0.7% +$1.8K 0.14% 89
2023
Q2 		$228K Hold
2,389
– – 0.11% 96
2023
Q1 		$242K Sell
2,389
-1,839
-43% -$187K 0.13% 90
2022
Q4 		$440K Hold
4,228
– – 0.17% 96
2022
Q3 		$341K Buy
4,228
+1,139
+37% +$97.1K 0.14% 112
2022
Q2 		$253K Buy
3,089
+544
+21% +$50.3K 0.1% 140
2022
Q1 		$220K Buy
2,545
+595
+31% +$50.1K 0.08% 172
2021
Q4 		$141K Sell
1,950
-14
-0.7% -$1.06K 0.05% 217
2021
Q3 		$138K Sell
1,964
-10
-0.5% -$724 0.05% 211
2021
Q2 		$169K Hold
1,974
– – 0.06% 193
2021
Q1 		$161K Buy
1,974
+14
+0.7% +$1.1K 0.06% 192
2020
Q4 		$137K Sell
1,960
-60
-3% -$3.52K 0.06% 201
2020
Q3 		$105K Buy
2,020
+53
+3% +$3.23K 0.05% 210
2020
Q2 		$141K Sell
1,967
-152
-7% -$10.8K 0.07% 172
2020
Q1 		$114K Sell
2,119
-225
-10% -$18.3K 0.07% 179
2019
Q4 		$261K Hold
2,344
– – 0.13% 124
2019
Q3 		$240K Buy
2,344
+304
+15% +$30.5K 0.13% 122
2019
Q2 		$191K Sell
2,040
-7
-0.3% -$628 0.11% 147
2019
Q1 		$195K Buy
2,047
+7
+0.3% +$665 0.11% 143
2018
Q4 		$176K Buy
2,040
+103
+5% +$10.1K 0.11% 142
2018
Q3 		$218K Hold
1,937
– – 0.14% 118
2018
Q2 		$218K Hold
1,937
– – 0.15% 114
2018
Q1 		$186K Hold
1,937
– – 0.13% 129
2017
Q4 		$196K Hold
1,937
– – 0.14% 129
2017
Q3 		$177K Hold
1,937
– – 0.14% 131
2017
Q2 		$160K Hold
1,937
– – 0.13% 139
2017
Q1 		$153K Sell
1,937
-135
-7% -$10.9K 0.13% 136
2016
Q4 		$179K Hold
2,072
– – 0.16% 110
2016
Q3 		$167K Buy
2,072
+135
+7% +$10.5K 0.15% 112
2016
Q2 		$154K Hold
1,937
– – 0.15% 122
2016
Q1 		$168K Buy
+1,937
New +$157K 0.16% 112

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

Sutton Wealth Advisors's PSX Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Phillips 66 (PSX) stake by 0.67% in Q3 2023, buying an estimated $1.8K and bringing the position to 2,405 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #89.

Sutton Wealth Advisors first reported a position in PSX in Q1 2016 and has held it in 31 quarters since. The position peaked at $440K in Q4 2022. 1,662 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • Sutton Wealth Advisors held 2,405 shares of Phillips 66 worth $289K as of Q3 2023.
  • Sutton Wealth Advisors bought 16 Phillips 66 shares in Q3 2023, an estimated $1.8K.
  • Phillips 66 made up 0.14% of Sutton Wealth Advisors's portfolio in Q3 2023, its #89 holding.
  • Sutton Wealth Advisors first reported a position in Phillips 66 in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Phillips 66 position peaked at $440K in Q4 2022.
  • 1,662 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.