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Accurate Investment Solutions’s Phillips 66 PSX Stock Holding History

Accurate Investment Solutions’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
Q2 		– Sell
-2,428
Closed -$130K – 289
2020
Q1 		$130K Buy
2,428
+1,654
+214% +$135K 0.11% 123
2019
Q4 		$86K Buy
774
+2
+0.3% +$225 0.06% 140
2019
Q3 		$79K Buy
772
+3
+0.4% +$301 0.06% 102
2019
Q2 		$72K Buy
769
+4
+0.5% +$359 0.05% 99
2019
Q1 		$73K Buy
765
+3
+0.4% +$285 0.06% 94
2018
Q4 		$66K Buy
762
+3
+0.4% +$293 0.06% 95
2018
Q3 		$86K Buy
759
+2
+0.3% +$231 0.06% 96
2018
Q2 		$85K Buy
757
+2
+0.3% +$225 0.06% 110
2018
Q1 		$72K Sell
755
-27
-3% -$2.63K 0.05% 118
2017
Q4 		$79K Buy
782
+2
+0.3% +$190 0.06% 102
2017
Q3 		$71K Buy
780
+3
+0.4% +$254 0.05% 112
2017
Q2 		$64K Buy
777
+2
+0.3% +$157 0.05% 109
2017
Q1 		$61K Buy
775
+3
+0.4% +$242 0.05% 105
2016
Q4 		$67K Buy
772
+2
+0.3% +$166 0.06% 101
2016
Q3 		$62K Buy
770
+3
+0.4% +$233 0.06% 101
2016
Q2 		$61K Buy
767
+2
+0.3% +$163 0.07% 95
2016
Q1 		$66K Buy
765
+1
+0.1% +$81 0.06% 129
2015
Q4 		$63K Buy
+764
New +$65.9K 0.06% 99

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accurate Investment Solutions's PSX Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 2,428 shares — an estimated $130K sold.

Accurate Investment Solutions first reported a position in PSX in Q4 2015 and held it in 18 quarters. The position peaked at $130K in Q1 2020. 1,269 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 2,428 Phillips 66 shares in Q2 2020, an estimated $130K.
  • Accurate Investment Solutions first reported a position in Phillips 66 in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's Phillips 66 position peaked at $130K in Q1 2020.
  • 1,269 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.