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Win Advisors’s Phillips 66 PSX Stock Holding History

Win 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
Q1 		– Sell
-222
Closed -$23.1K – 117
2022
Q4 		$23.1K Buy
222
+4
+2% +$409 0.01% 79
2022
Q3 		$18K Buy
218
+1
+0.5% +$85 0.01% 70
2022
Q2 		$18K Sell
217
-2,006
-90% -$186K 0.04% 89
2022
Q1 		$192K Buy
+2,223
New +$187K 0.05% 51

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Win Advisors's PSX Position: Q1 2023 in Review

Win Advisors sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 222 shares — an estimated $23.1K sold.

Win Advisors first reported a position in PSX in Q1 2022 and held it in 4 quarters. The position peaked at $192K in Q1 2022. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

  • Win Advisors reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
  • Win Advisors sold 222 Phillips 66 shares in Q1 2023, an estimated $23.1K.
  • Win Advisors first reported a position in Phillips 66 in Q1 2022 and held it in 4 quarters.
  • Win Advisors's Phillips 66 position peaked at $192K in Q1 2022.
  • 1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.