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Wagner Wealth Management (South Carolina)’s Phillips 66 PSX Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-105
Closed -$8K – 597
2022
Q3 		$8K Hold
105
– – 0.01% 455
2022
Q2 		$9K Buy
+105
New +$9.71K 0.01% 461

Other funds holding PSX

Vanguard Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s PSX Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Phillips 66 (PSX) in Q4 2022, closing a stake of 105 shares — an estimated $8K sold.

Wagner Wealth Management (South Carolina) first reported a position in PSX in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 1,573 funds tracked by Wall St. Rank hold PSX as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Phillips 66 position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 105 Phillips 66 shares in Q4 2022, an estimated $8K.
  • Wagner Wealth Management (South Carolina) first reported a position in Phillips 66 in Q2 2022 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s Phillips 66 position peaked at $9K in Q2 2022.
  • 1,573 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.