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Widmann Financial Services’s Phillips 66 PSX Stock Holding History

Widmann Financial Services’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
Q1 		– Sell
-23
Closed -$1K – 359
2021
Q4 		$1K Buy
+23
New +$1.74K ﹤0.01% 442

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Barrow, Hanley, Mewhinney & Strauss
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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Widmann Financial Services's PSX Position: Q1 2022 in Review

Widmann Financial Services sold out of Phillips 66 (PSX) in Q1 2022, closing a stake of 23 shares — an estimated $1K sold.

Widmann Financial Services first reported a position in PSX in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 1,450 funds tracked by Wall St. Rank hold PSX as of Q1 2022.

  • Widmann Financial Services reported no remaining Phillips 66 position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 23 Phillips 66 shares in Q1 2022, an estimated $1K.
  • Widmann Financial Services first reported a position in Phillips 66 in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Phillips 66 position peaked at $1K in Q4 2021.
  • 1,450 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.