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Tilia Fiduciary Partners’s Phillips 66 PSX Stock Holding History

Tilia Fiduciary Partners’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
Q3 		– Sell
-72
Closed -$6.88K – 377
2023
Q2 		$6.88K Buy
72
+1
+1% +$97 0.01% 406
2023
Q1 		$7.24K Hold
71
– – 0.01% 390
2022
Q4 		$7.36K Buy
71
+1
+1% +$102 0.01% 381
2022
Q3 		$6K Sell
70
-45
-39% -$3.83K 0.01% 415
2022
Q2 		$9K Buy
115
+46
+67% +$4.26K 0.01% 391
2022
Q1 		$6K Buy
69
+1
+1% +$84 0.01% 443
2021
Q4 		$5K Buy
+68
New +$5.14K ﹤0.01% 482

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Tilia Fiduciary Partners's PSX Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Phillips 66 (PSX) in Q3 2023, closing a stake of 72 shares — an estimated $6.88K sold.

Tilia Fiduciary Partners first reported a position in PSX in Q4 2021 and held it in 7 quarters. The position peaked at $9K in Q2 2022. 1,662 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Phillips 66 position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 72 Phillips 66 shares in Q3 2023, an estimated $6.88K.
  • Tilia Fiduciary Partners first reported a position in Phillips 66 in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Phillips 66 position peaked at $9K in Q2 2022.
  • 1,662 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.