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PSX icon

TCWP’s Phillips 66 PSX Stock Holding History

TCWP’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
Q4 		– Sell
-2,389
Closed -$287K – 92
2023
Q3 		$287K Hold
2,389
– – 0.22% 81
2023
Q2 		$228K Hold
2,389
– – 0.05% 163
2023
Q1 		$242K Sell
2,389
-20
-0.8% -$2.03K 0.05% 222
2022
Q4 		$251K Sell
2,409
-262
-10% -$26.8K 0.05% 231
2022
Q3 		$215K Buy
+2,671
New +$228K 0.05% 248
2022
Q2 		– Sell
-825
Closed -$71K – 1365
2022
Q1 		$71K Buy
+825
New +$69.4K 0.01% 412

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCWP's PSX Position: Q4 2023 in Review

TCWP sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 2,389 shares — an estimated $287K sold.

TCWP first reported a position in PSX in Q1 2022 and held it in 6 quarters. The position peaked at $287K in Q3 2023. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

  • TCWP reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
  • TCWP sold 2,389 Phillips 66 shares in Q4 2023, an estimated $287K.
  • TCWP first reported a position in Phillips 66 in Q1 2022 and held it in 6 quarters.
  • TCWP's Phillips 66 position peaked at $287K in Q3 2023.
  • 1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.