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WealthPlan Investment Management’s Phillips 66 PSX Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-66
Closed -$6.71K – 446
2023
Q1 		$6.71K Buy
+66
New +$6.71K ﹤0.01% 350

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

WealthPlan Investment Management's PSX Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Phillips 66 (PSX) in Q2 2023, closing a stake of 66 shares — an estimated $6.71K sold.

WealthPlan Investment Management first reported a position in PSX in Q1 2023 and held it in 1 quarter. The position peaked at $6.71K in Q1 2023. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Phillips 66 position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 66 Phillips 66 shares in Q2 2023, an estimated $6.71K.
  • WealthPlan Investment Management first reported a position in Phillips 66 in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Phillips 66 position peaked at $6.71K in Q1 2023.
  • 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.