Total Clarity Wealth Management’s Phillips 66 PSX Stock Holding History

Total Clarity 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
2022 Q3	–	Sell	-439	Closed	-$36K	–	797
2022 Q2	$36K	Buy	+439	New	+$40.6K	0.02%	459
2022 Q1	–	Sell	-279	Closed	-$20K	–	734
2021 Q4	$20K	Buy	279 +25	+10%	+$1.89K	0.01%	568
2021 Q3	$18K	Buy	+254	New	+$18.4K	0.01%	575
2021 Q2	–	Sell	-200	Closed	-$16K	–	607
2021 Q1	$16K	Buy	+200	New	+$15.7K	0.01%	493
2020 Q1	–	Sell	-250	Closed	-$28K	–	486
2019 Q4	$28K	Buy	+250	New	+$28.1K	0.02%	346

Other funds holding PSX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Total Clarity Wealth Management's PSX Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Phillips 66 (PSX) in Q3 2022, closing a stake of 439 shares — an estimated $36K sold.

Total Clarity Wealth Management first reported a position in PSX in Q4 2019 and held it in 5 quarters. The position peaked at $36K in Q2 2022. 1,417 funds tracked by Wall St. Rank hold PSX as of Q3 2022.

Total Clarity Wealth Management reported no remaining Phillips 66 position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 439 Phillips 66 shares in Q3 2022, an estimated $36K.
Total Clarity Wealth Management first reported a position in Phillips 66 in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Phillips 66 position peaked at $36K in Q2 2022.
1,417 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.