Ten Capital Wealth Advisors’s Phillips 66 PSX Stock Holding History

Ten Capital 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 Q2	–	Sell	-584	Closed	-$59.2K	–	433
2023 Q1	$59.2K	Buy	584 +312	+115%	+$31.7K	0.02%	206
2022 Q4	$28.3K	Hold	272	–	–	0.01%	231
2022 Q3	$22K	Buy	272 +107	+65%	+$9.12K	0.01%	235
2022 Q2	$14K	Hold	165	–	–	0.01%	236
2022 Q1	$14K	Hold	165	–	–	0.01%	252
2021 Q4	$12K	Sell	165 -62	-27%	-$4.69K	﹤0.01%	286
2021 Q3	$16K	Buy	227 +150	+195%	+$10.9K	0.01%	225
2021 Q2	$7K	Buy	77 +15	+24%	+$1.27K	﹤0.01%	349
2021 Q1	$5K	Hold	62	–	–	﹤0.01%	300
2020 Q4	$4K	Buy	+62	New	+$3.64K	﹤0.01%	309

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Ten Capital Wealth Advisors's PSX Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Phillips 66 (PSX) in Q2 2023, closing a stake of 584 shares — an estimated $59.2K sold.

Ten Capital Wealth Advisors first reported a position in PSX in Q4 2020 and held it in 10 quarters. The position peaked at $59.2K in Q1 2023. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Phillips 66 position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 584 Phillips 66 shares in Q2 2023, an estimated $59.2K.
Ten Capital Wealth Advisors first reported a position in Phillips 66 in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Phillips 66 position peaked at $59.2K in Q1 2023.
1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.