Wipfli Financial Advisors’s Phillips 66 PSX Stock Holding History

Wipfli Financial 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
2022 Q3	$324K	Buy	+4,015	New	+$342K	0.02%	310

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wipfli Financial Advisors's PSX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Phillips 66 (PSX) in Q3 2022: 4,015 shares worth $324K. The stake represents 0.02% of the portfolio and ranks #310 among its holdings.

1,417 funds tracked by Wall St. Rank hold PSX as of Q3 2022.

Wipfli Financial Advisors held 4,015 shares of Phillips 66 worth $324K as of Q3 2022.
Phillips 66 was a new Wipfli Financial Advisors position in Q3 2022.
Phillips 66 made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #310 holding.
1,417 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.