Tolleson Wealth Management’s Phillips 66 PSX Stock Holding History

Tolleson Wealth 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
2023 Q2	–	Sell	-3,425	Closed	-$347K	–	83
2023 Q1	$347K	Hold	3,425	–	–	0.09%	65
2022 Q4	$356K	Hold	3,425	–	–	0.1%	65
2022 Q3	$276K	Hold	3,425	–	–	0.08%	64
2022 Q2	$281K	Hold	3,425	–	–	0.08%	63
2022 Q1	$296K	Hold	3,425	–	–	0.09%	62
2021 Q4	$248K	Hold	3,425	–	–	0.07%	64
2021 Q3	$240K	Hold	3,425	–	–	0.07%	60
2021 Q2	$294K	Hold	3,425	–	–	0.08%	62
2021 Q1	$279K	Buy	+3,425	New	+$269K	0.08%	66
2020 Q3	–	Sell	-3,425	Closed	-$246K	–	68
2020 Q2	$246K	Buy	+3,425	New	+$242K	0.11%	59
2020 Q1	–	Sell	-3,671	Closed	-$409K	–	70
2019 Q4	$409K	Buy	3,671 +246	+7%	+$27.6K	0.2%	41
2019 Q3	$351K	Hold	3,425	–	–	0.19%	42
2019 Q2	$320K	Hold	3,425	–	–	0.22%	35
2019 Q1	$326K	Hold	3,425	–	–	0.23%	36
2018 Q4	$295K	Buy	+3,425	New	+$335K	0.17%	39

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tolleson Wealth Management's PSX Position: Q2 2023 in Review

Tolleson Wealth Management sold out of Phillips 66 (PSX) in Q2 2023, closing a stake of 3,425 shares — an estimated $347K sold.

Tolleson Wealth Management first reported a position in PSX in Q4 2018 and held it in 15 quarters. The position peaked at $409K in Q4 2019. 1,538 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

Tolleson Wealth Management reported no remaining Phillips 66 position as of Q2 2023 after selling out during the quarter.
Tolleson Wealth Management sold 3,425 Phillips 66 shares in Q2 2023, an estimated $347K.
Tolleson Wealth Management first reported a position in Phillips 66 in Q4 2018 and held it in 15 quarters.
Tolleson Wealth Management's Phillips 66 position peaked at $409K in Q4 2019.
1,538 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on Tolleson Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.