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TimeScale Financial’s Phillips 66 PSX Stock Holding History

TimeScale Financial’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 		$48.6K Sell
510
-45
-8% -$4.38K 0.01% 220
2023
Q1 		$56.3K Buy
555
+7
+1% +$712 0.01% 198
2022
Q4 		$44.2K Buy
548
+1
+0.2% +$102 0.01% 168
2022
Q3 		$44K Buy
547
+3
+0.6% +$256 0.01% 170
2022
Q2 		$45K Sell
544
-45
-8% -$4.16K 0.01% 171
2022
Q1 		$51K Buy
589
+3
+0.5% +$252 0.01% 171
2021
Q4 		$42K Buy
586
+6
+1% +$454 0.01% 181
2021
Q3 		$41K Buy
580
+4
+0.7% +$290 0.01% 185
2021
Q2 		$49K Buy
576
+5
+0.9% +$422 0.01% 173
2021
Q1 		$47K Buy
571
+5
+0.9% +$392 0.01% 182
2020
Q4 		$40K Buy
566
+7
+1% +$411 0.01% 170
2020
Q3 		$28K Buy
559
+7
+1% +$427 0.01% 196
2020
Q2 		$38K Buy
552
+189
+52% +$13.4K 0.01% 167
2020
Q1 		$19K Hold
363
– – 0.01% 213
2019
Q4 		$40K Hold
363
– – 0.01% 201
2019
Q3 		$37K Sell
363
-30
-8% -$3.01K 0.01% 209
2019
Q2 		$37K Buy
+393
New +$35.3K 0.01% 214

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

TimeScale Financial's PSX Position: Q2 2023 in Review

TimeScale Financial reduced its Phillips 66 (PSX) stake by 8.1% in Q2 2023, selling an estimated $4.38K and leaving 510 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #220.

TimeScale Financial first reported a position in PSX in Q2 2019 and has held it in 17 quarters since. The position peaked at $56.3K in Q1 2023. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

  • TimeScale Financial held 510 shares of Phillips 66 worth $48.6K as of Q2 2023.
  • TimeScale Financial sold 45 Phillips 66 shares in Q2 2023, an estimated $4.38K.
  • Phillips 66 made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #220 holding.
  • TimeScale Financial first reported a position in Phillips 66 in Q2 2019 and has held it in 17 quarters since.
  • TimeScale Financial's Phillips 66 position peaked at $56.3K in Q1 2023.
  • 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.