TAP Consulting’s Phillips 66 PSX Stock Holding History

TAP Consulting’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
2022 Q1	–	Sell	-237	Closed	-$17K	–	439
2021 Q4	$17K	Buy	+237	New	+$17.9K	﹤0.01%	371

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

TAP Consulting's PSX Position: Q1 2022 in Review

TAP Consulting sold out of Phillips 66 (PSX) in Q1 2022, closing a stake of 237 shares — an estimated $17K sold.

TAP Consulting first reported a position in PSX in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 1,450 funds tracked by Wall St. Rank hold PSX as of Q1 2022.

TAP Consulting reported no remaining Phillips 66 position as of Q1 2022 after selling out during the quarter.
TAP Consulting sold 237 Phillips 66 shares in Q1 2022, an estimated $17K.
TAP Consulting first reported a position in Phillips 66 in Q4 2021 and held it in 1 quarter.
TAP Consulting's Phillips 66 position peaked at $17K in Q4 2021.
1,450 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.