Advocacy Wealth Management Services’s Phillips 66 PSX Stock Holding History

Advocacy Wealth Management Services’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 Q1	–	Sell	-470	Closed	-$34K	–	217
2021 Q4	$34K	Hold	470	–	–	0.01%	69
2021 Q3	$33K	Hold	470	–	–	0.01%	68
2021 Q2	$40K	Hold	470	–	–	0.01%	70
2021 Q1	$39K	Hold	470	–	–	0.01%	65
2020 Q4	$33K	Hold	470	–	–	﹤0.01%	65
2020 Q3	$24K	Hold	470	–	–	﹤0.01%	74
2020 Q2	$34K	Hold	470	–	–	0.01%	63
2020 Q1	$23K	Hold	470	–	–	0.01%	67
2019 Q4	$52K	Hold	470	–	–	0.01%	52
2019 Q3	$48K	Hold	470	–	–	0.03%	49
2019 Q2	$44K	Hold	470	–	–	0.03%	44
2019 Q1	$45K	Sell	470 -40	-8%	-$3.8K	0.05%	38
2018 Q4	$44K	Hold	510	–	–	0.03%	41
2018 Q3	$57K	Hold	510	–	–	0.04%	34
2018 Q2	$57K	Hold	510	–	–	0.04%	32
2018 Q1	$49K	Hold	510	–	–	0.03%	39
2017 Q4	$52K	Hold	510	–	–	0.04%	45
2017 Q3	$47K	Hold	510	–	–	0.02%	70
2017 Q2	$42K	Hold	510	–	–	0.02%	83
2017 Q1	$40K	Hold	510	–	–	0.01%	87
2016 Q4	$44K	Sell	510 -200	-28%	-$16.6K	0.01%	83
2016 Q3	$57K	Hold	710	–	–	0.02%	107
2016 Q2	$56K	Buy	710 +170	+31%	+$13.9K	0.03%	136
2016 Q1	$47K	Buy	540 +70	+15%	+$5.69K	0.03%	189
2015 Q4	$38K	Buy	+470	New	+$40.6K	0.04%	191
2013 Q3	$27K	Hold	470	–	–	0.07%	157
2013 Q2	$28K	Buy	+470	New	+$29.5K	0.11%	117

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Advocacy Wealth Management Services's PSX Position: Q1 2022 in Review

Advocacy Wealth Management Services sold out of Phillips 66 (PSX) in Q1 2022, closing a stake of 470 shares — an estimated $34K sold.

Advocacy Wealth Management Services first reported a position in PSX in Q2 2013 and held it in 27 quarters. The position peaked at $57K in Q3 2018. 1,450 funds tracked by Wall St. Rank hold PSX as of Q1 2022.

Advocacy Wealth Management Services reported no remaining Phillips 66 position as of Q1 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 470 Phillips 66 shares in Q1 2022, an estimated $34K.
Advocacy Wealth Management Services first reported a position in Phillips 66 in Q2 2013 and held it in 27 quarters.
Advocacy Wealth Management Services's Phillips 66 position peaked at $57K in Q3 2018.
1,450 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2022, filed 4 Apr 2022.