LK Balanced Fund PSX Holdings History
LK Balanced Fund's Phillips 66 Holding Summary
As of 2025-03-31, Managed Portfolio Series held 6,300.00 shares of Phillips 66(PSX), totaling $777,920.00. This investment constitutes 3.83% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding Phillips 66(PSX) stock.
The initial trade took place in 2020Q3. And since then LK Balanced Fund has made 1 purchases of PSX, at an average price of $61.02, for a total of 7,700.00 shares. In addition, there have been 1 sales at an average price of $148.02 for 1,400.00 shares. Based on historical transaction data and PSX's current price of $125.18, LK Balanced Fund's estimated gain on his PSX holdings is $526,008.00, reflecting a 111.95% gain to date.
LK Balanced Fund PSX ($125.18) Holding Chart
LK Balanced Fund PSX ($125.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
