VWA
PSX icon

V Wealth Advisors’s Phillips 66 PSX Stock Holding History

V Wealth Advisors’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 		$589K Sell
4,905
-5,360
-52% -$602K 0.47% 48
2023
Q2 		$979K Buy
10,265
+1,152
+13% +$112K 0.16% 122
2023
Q1 		$924K Buy
9,113
+451
+5% +$45.9K 0.17% 132
2022
Q4 		$902K Sell
8,662
-465
-5% -$47.6K 0.19% 130
2022
Q3 		$736K Sell
9,127
-347
-4% -$29.6K 0.15% 146
2022
Q2 		$777K Buy
9,474
+159
+2% +$14.7K 0.15% 164
2022
Q1 		$805K Sell
9,315
-379
-4% -$31.9K 0.13% 175
2021
Q4 		$702K Sell
9,694
-1,095
-10% -$82.8K 0.1% 191
2021
Q3 		$755K Sell
10,789
-53
-0.5% -$3.84K 0.12% 184
2021
Q2 		$934K Sell
10,842
-1,021
-9% -$86.2K 0.15% 160
2021
Q1 		$968K Buy
11,863
+1,322
+13% +$104K 0.18% 146
2020
Q4 		$737K Buy
+10,541
New +$619K 0.15% 162
2020
Q3 		– Sell
-12,813
Closed -$922K – 295
2020
Q2 		$922K Buy
12,813
+244
+2% +$17.3K 0.24% 104
2020
Q1 		$674K Buy
12,569
+2,242
+22% +$182K 0.21% 124
2019
Q4 		$1.06M Hold
10,327
– – 0.38% 70
2019
Q3 		$1.06M Buy
10,327
+331
+3% +$33.2K 0.38% 70
2019
Q2 		$942K Buy
9,996
+1,872
+23% +$168K 0.36% 79
2019
Q1 		$763K Buy
8,124
+445
+6% +$42.3K 0.31% 87
2018
Q4 		$701K Buy
7,679
+1,388
+22% +$136K 0.36% 79
2018
Q3 		$710K Buy
6,291
+75
+1% +$8.67K 0.33% 83
2018
Q2 		$703K Sell
6,216
-99
-2% -$11.1K 0.39% 72
2018
Q1 		$596K Buy
6,315
+693
+12% +$67.5K 0.32% 89
2017
Q4 		$580K Sell
5,622
-167
-3% -$15.9K 0.29% 90
2017
Q3 		$532K Sell
5,789
-24
-0.4% -$2.03K 0.27% 90
2017
Q2 		$478K Sell
5,813
-407
-7% -$32K 0.22% 94
2017
Q1 		$494K Buy
6,220
+3,185
+105% +$257K 0.3% 86
2016
Q4 		$264K Sell
3,035
-19
-0.6% -$1.58K 0.19% 143
2016
Q3 		$244K Sell
3,054
-39
-1% -$3.03K 0.2% 143
2016
Q2 		$247K Buy
3,093
+77
+3% +$6.29K 0.2% 135
2016
Q1 		$264K Buy
+3,016
New +$245K 0.21% 110

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

V Wealth Advisors's PSX Position: Q3 2023 in Review

V Wealth Advisors reduced its Phillips 66 (PSX) stake by 52% in Q3 2023, selling an estimated $602K and leaving 4,905 shares worth $589K. The position accounts for 0.47% of the portfolio, ranked #48.

V Wealth Advisors first reported a position in PSX in Q1 2016 and has held it in 30 quarters since. The position peaked at $1.06M in Q4 2019. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • V Wealth Advisors held 4,905 shares of Phillips 66 worth $589K as of Q3 2023.
  • V Wealth Advisors sold 5,360 Phillips 66 shares in Q3 2023, an estimated $602K.
  • Phillips 66 made up 0.47% of V Wealth Advisors's portfolio in Q3 2023, its #48 holding.
  • V Wealth Advisors first reported a position in Phillips 66 in Q1 2016 and has held it in 30 quarters since.
  • V Wealth Advisors's Phillips 66 position peaked at $1.06M in Q4 2019.
  • 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.