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Towle & Co’s Phillips 66 PSX Stock Holding History

Towle & Co’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
Q4 		– Sell
-11,050
Closed -$1.33M – 68
2023
Q3 		$1.33M Sell
11,050
-230
-2% -$25.8K 0.18% 41
2023
Q2 		$1.08M Buy
11,280
+1,070
+10% +$104K 0.14% 42
2023
Q1 		$1.04M Sell
10,210
-1,270
-11% -$129K 0.15% 34
2022
Q4 		$1.19M Buy
11,480
+3,560
+45% +$364K 0.16% 36
2022
Q3 		$639K Buy
7,920
+180
+2% +$15.3K 0.1% 42
2022
Q2 		$635K Buy
7,740
+4,560
+143% +$422K 0.1% 42
2022
Q1 		$275K Buy
+3,180
New +$268K 0.04% 67

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Towle & Co's PSX Position: Q4 2023 in Review

Towle & Co sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 11,050 shares — an estimated $1.33M sold.

Towle & Co first reported a position in PSX in Q1 2022 and held it in 7 quarters. The position peaked at $1.33M in Q3 2023. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

  • Towle & Co reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
  • Towle & Co sold 11,050 Phillips 66 shares in Q4 2023, an estimated $1.33M.
  • Towle & Co first reported a position in Phillips 66 in Q1 2022 and held it in 7 quarters.
  • Towle & Co's Phillips 66 position peaked at $1.33M in Q3 2023.
  • 1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on Towle & Co's 13F filing for Q4 2023, filed 14 Feb 2024.