Advisor Group’s Phillips 66 PSX Stock Holding History

Advisor Group’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
2019 Q4	–	Sell	-2	Closed	-$1K	–	5420
2019 Q3	$1K	Buy	+2	New	+$200	﹤0.01%	5146

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Advisor Group's PSX Position: Q4 2019 in Review

Advisor Group reduced its Phillips 66 (PSX) stake by 4.1% in Q4 2019, selling an estimated $577K and leaving 118,850 shares worth $13.3M. The position accounts for 0.09% of the portfolio, ranked #197.

Advisor Group first reported a position in PSX in Q2 2016 and has held it in 15 quarters since. 1,538 funds tracked by Wall St. Rank hold PSX as of Q4 2019.

Advisor Group held 118,850 shares of Phillips 66 worth $13.3M as of Q4 2019.
Advisor Group sold 5,140 Phillips 66 shares in Q4 2019, an estimated $577K.
Phillips 66 made up 0.09% of Advisor Group's portfolio in Q4 2019, its #197 holding.
Advisor Group first reported a position in Phillips 66 in Q2 2016 and has held it in 15 quarters since.
1,538 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.