Tiedemann Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $349K | Buy |
2,904
+184
| +7% | +$20.7K | 0.02% | 204 |
|
|
2023
Q2 | $259K | Buy |
2,720
+12
| +0.4% | +$1.17K | 0.01% | 215 |
|
|
2023
Q1 | $275K | Buy |
2,708
+42
| +2% | +$4.27K | 0.01% | 207 |
|
|
2022
Q4 | $277K | Buy |
2,666
+27
| +1% | +$2.76K | 0.01% | 203 |
|
|
2022
Q3 | $214K | Sell |
2,639
-8,298
| -76% | -$707K | 0.01% | 211 |
|
|
2022
Q2 | $896K | Sell |
10,937
-5,733
| -34% | -$530K | 0.07% | 120 |
|
|
2022
Q1 | $1.44M | Buy |
16,670
+8,001
| +92% | +$673K | 0.07% | 116 |
|
|
2021
Q4 | $628K | Sell |
8,669
-487
| -5% | -$36.8K | 0.03% | 173 |
|
|
2021
Q3 | $642K | Sell |
9,156
-124
| -1% | -$8.98K | 0.03% | 169 |
|
|
2021
Q2 | $796K | Sell |
9,280
-147
| -2% | -$12.4K | 0.03% | 189 |
|
|
2021
Q1 | $769K | Buy |
9,427
+1,109
| +13% | +$87K | 0.03% | 182 |
|
|
2020
Q4 | $581K | Hold |
8,318
| – | – | 0.03% | 193 |
|
|
2020
Q3 | $432K | Buy |
8,318
+317
| +4% | +$19.3K | 0.02% | 234 |
|
|
2020
Q2 | $577K | Sell |
8,001
-806
| -9% | -$57.1K | 0.03% | 203 |
|
|
2020
Q1 | $472K | Buy |
8,807
+662
| +8% | +$53.9K | 0.03% | 208 |
|
|
2019
Q4 | $907K | Sell |
8,145
-810
| -9% | -$91K | 0.04% | 170 |
|
|
2019
Q3 | $917K | Sell |
8,955
-581
| -6% | -$58.2K | 0.04% | 180 |
|
|
2019
Q2 | $893K | Sell |
9,536
-5,622
| -37% | -$504K | 0.04% | 161 |
|
|
2019
Q1 | $1.44M | Buy |
15,158
+5,025
| +50% | +$478K | 0.07% | 166 |
|
|
2018
Q4 | $872K | Buy |
10,133
+866
| +9% | +$84.6K | 0.04% | 220 |
|
|
2018
Q3 | $1.04M | Buy |
9,267
+974
| +12% | +$113K | 0.06% | 164 |
|
|
2018
Q2 | $931K | Buy |
8,293
+580
| +8% | +$65.2K | 0.06% | 169 |
|
|
2018
Q1 | $741K | Buy |
7,713
+2,167
| +39% | +$211K | 0.05% | 167 |
|
|
2017
Q4 | $559K | Sell |
5,546
-6,137
| -53% | -$583K | 0.04% | 147 |
|
|
2017
Q3 | $1.02M | Sell |
11,683
-11,566
| -50% | -$980K | 0.09% | 145 |
|
|
2017
Q2 | $1.92M | Sell |
23,249
-1,443
| -6% | -$113K | 0.14% | 129 |
|
|
2017
Q1 | $1.69M | Buy |
24,692
+5,033
| +26% | +$405K | 0.14% | 128 |
|
|
2016
Q4 | $1.41M | Sell |
19,659
-2,630
| -12% | -$219K | 0.14% | 115 |
|
|
2016
Q3 | $2.04M | Buy |
22,289
+18,216
| +447% | +$1.42M | 0.42% | 29 |
|
|
2016
Q2 | $323K | Hold |
4,073
| – | – | 0.31% | 49 |
|
|
2016
Q1 | $353K | Sell |
4,073
-1,094
| -21% | -$88.9K | 0.28% | 47 |
|
|
2015
Q4 | $423K | Buy |
+5,167
| New | +$446K | 0.16% | 46 |
|
Other funds holding PSX
Tiedemann Advisors's PSX Position: Q3 2023 in Review
Tiedemann Advisors increased its Phillips 66 (PSX) stake by 6.8% in Q3 2023, buying an estimated $20.7K and bringing the position to 2,904 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #204.
Tiedemann Advisors first reported a position in PSX in Q4 2015 and has held it in 32 quarters since. The position peaked at $2.04M in Q3 2016. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.
- Tiedemann Advisors held 2,904 shares of Phillips 66 worth $349K as of Q3 2023.
- Tiedemann Advisors bought 184 Phillips 66 shares in Q3 2023, an estimated $20.7K.
- Phillips 66 made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #204 holding.
- Tiedemann Advisors first reported a position in Phillips 66 in Q4 2015 and has held it in 32 quarters since.
- Tiedemann Advisors's Phillips 66 position peaked at $2.04M in Q3 2016.
- 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.
Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.