AJ Wealth Strategies’s Phillips 66 PSX Stock Holding History

AJ Wealth Strategies’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	-4,922	Closed	-$264K	–	217
2020 Q1	$264K	Buy	+4,922	New	+$401K	0.04%	140

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

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

AJ Wealth Strategies's PSX Position: Q2 2020 in Review

AJ Wealth Strategies sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 4,922 shares — an estimated $264K sold.

AJ Wealth Strategies first reported a position in PSX in Q1 2020 and held it in 1 quarter. The position peaked at $264K in Q1 2020. 1,269 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

AJ Wealth Strategies reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
AJ Wealth Strategies sold 4,922 Phillips 66 shares in Q2 2020, an estimated $264K.
AJ Wealth Strategies first reported a position in Phillips 66 in Q1 2020 and held it in 1 quarter.
AJ Wealth Strategies's Phillips 66 position peaked at $264K in Q1 2020.
1,269 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on AJ Wealth Strategies's 13F filing for Q2 2020, filed 14 Aug 2020.