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Tevis Investment Management’s Phillips 66 PSX Stock Holding History

Tevis Investment Management’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
Q4 		– Sell
-1,000
Closed -$81K – 165
2022
Q3 		$81K Hold
1,000
– – 0.08% 151
2022
Q2 		$82K Hold
1,000
– – 0.08% 148
2022
Q1 		$86K Hold
1,000
– – 0.08% 156
2021
Q4 		$72K Buy
+1,000
New +$75.6K 0.06% 179

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tevis Investment Management's PSX Position: Q4 2022 in Review

Tevis Investment Management sold out of Phillips 66 (PSX) in Q4 2022, closing a stake of 1,000 shares — an estimated $81K sold.

Tevis Investment Management first reported a position in PSX in Q4 2021 and held it in 4 quarters. The position peaked at $86K in Q1 2022. 1,572 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

  • Tevis Investment Management reported no remaining Phillips 66 position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 1,000 Phillips 66 shares in Q4 2022, an estimated $81K.
  • Tevis Investment Management first reported a position in Phillips 66 in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's Phillips 66 position peaked at $86K in Q1 2022.
  • 1,572 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.