AWM
PSX icon

Aevitas Wealth Management’s Phillips 66 PSX Stock Holding History

Aevitas Wealth Management’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
Q2 		– Sell
-825
Closed -$78K – 277
2019
Q1 		$78K Hold
825
– – 0.07% 152
2018
Q4 		$71K Sell
825
-99
-11% -$9.67K 0.07% 147
2018
Q3 		$104K Sell
924
-10
-1% -$1.16K 0.09% 137
2018
Q2 		$105K Hold
934
– – 0.1% 132
2018
Q1 		$90K Buy
934
+210
+29% +$20.4K 0.09% 141
2017
Q4 		$73K Buy
+724
New +$68.8K 0.07% 159

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Aevitas Wealth Management's PSX Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Phillips 66 (PSX) in Q2 2019, closing a stake of 825 shares — an estimated $78K sold.

Aevitas Wealth Management first reported a position in PSX in Q4 2017 and held it in 6 quarters. The position peaked at $105K in Q2 2018. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Phillips 66 position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 825 Phillips 66 shares in Q2 2019, an estimated $78K.
  • Aevitas Wealth Management first reported a position in Phillips 66 in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Phillips 66 position peaked at $105K in Q2 2018.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.