Syverson Strege & Co’s Phillips 66 PSX Stock Holding History

Syverson Strege & Co’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	–	Sell	-604	Closed	-$62.9K	–	678
2022 Q4	$62.9K	Hold	604	–	–	0.03%	116
2022 Q3	$49K	Hold	604	–	–	0.02%	119
2022 Q2	$50K	Hold	604	–	–	0.02%	125
2022 Q1	$52K	Hold	604	–	–	0.06%	122
2021 Q4	$44K	Hold	604	–	–	0.03%	142
2021 Q3	$42K	Hold	604	–	–	0.03%	148
2021 Q2	$52K	Hold	604	–	–	0.05%	130
2021 Q1	$49K	Hold	604	–	–	0.05%	121
2020 Q4	$42K	Buy	+604	New	+$35.5K	0.04%	121

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

Syverson Strege & Co's PSX Position: Q1 2023 in Review

Syverson Strege & Co sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 604 shares — an estimated $62.9K sold.

Syverson Strege & Co first reported a position in PSX in Q4 2020 and held it in 9 quarters. The position peaked at $62.9K in Q4 2022. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

Syverson Strege & Co reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
Syverson Strege & Co sold 604 Phillips 66 shares in Q1 2023, an estimated $62.9K.
Syverson Strege & Co first reported a position in Phillips 66 in Q4 2020 and held it in 9 quarters.
Syverson Strege & Co's Phillips 66 position peaked at $62.9K in Q4 2022.
1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Syverson Strege & Co's 13F filing for Q1 2023, filed 3 May 2023.