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Wealth Quarterback’s Phillips 66 PSX Stock Holding History

Wealth Quarterback’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
2021
Q3 		$56K Buy
798
+107
+15% +$7.75K 0.04% 218
2021
Q2 		$60K Buy
+691
New +$58.3K 0.04% 215
2020
Q2 		– Sell
-1,279
Closed -$68.6K – 593
2020
Q1 		$68.6K Sell
1,279
-15,652
-92% -$1.27M 0.06% 188
2019
Q4 		$159K Buy
+16,931
New +$1.9M 0.14% 126

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Quarterback's PSX Position: Q3 2021 in Review

Wealth Quarterback increased its Phillips 66 (PSX) stake by 15% in Q3 2021, buying an estimated $7.75K and bringing the position to 798 shares worth $56K. The position accounts for 0.04% of the portfolio, ranked #218.

Wealth Quarterback first reported a position in PSX in Q4 2019 and has held it in 4 quarters since. The position peaked at $159K in Q4 2019. 1,236 funds tracked by Wall St. Rank hold PSX as of Q3 2021.

  • Wealth Quarterback held 798 shares of Phillips 66 worth $56K as of Q3 2021.
  • Wealth Quarterback bought 107 Phillips 66 shares in Q3 2021, an estimated $7.75K.
  • Phillips 66 made up 0.04% of Wealth Quarterback's portfolio in Q3 2021, its #218 holding.
  • Wealth Quarterback first reported a position in Phillips 66 in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Phillips 66 position peaked at $159K in Q4 2019.
  • 1,236 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.