1776 Wealth’s Phillips 66 PSX Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-624	Closed	-$44K	–	265
2020 Q2	$44K	Sell	624 -624	-50%	-$44.2K	0.03%	196
2020 Q1	$102K	Buy	1,248 +624	+100%	+$50.8K	0.04%	179
2019 Q4	$69K	Buy	+624	New	+$70.1K	0.06%	157

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

1776 Wealth's PSX Position: Q3 2020 in Review

1776 Wealth sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 624 shares — an estimated $44K sold.

1776 Wealth first reported a position in PSX in Q4 2019 and held it in 3 quarters. The position peaked at $102K in Q1 2020. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

1776 Wealth reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 624 Phillips 66 shares in Q3 2020, an estimated $44K.
1776 Wealth first reported a position in Phillips 66 in Q4 2019 and held it in 3 quarters.
1776 Wealth's Phillips 66 position peaked at $102K in Q1 2020.
1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.