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AllSquare Wealth Management’s Phillips 66 PSX Stock Holding History

AllSquare 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
2017
Q2 		– Sell
-100
Closed -$8K – 321
2017
Q1 		$8K Hold
100
– – 0.01% 269
2016
Q4 		$9K Hold
100
– – 0.01% 240
2016
Q3 		$8K Hold
100
– – 0.01% 228
2016
Q2 		$8K Hold
100
– – 0.01% 216
2016
Q1 		$9K Hold
100
– – 0.01% 213
2015
Q4 		$8K Hold
100
– – 0.01% 221
2015
Q3 		$8K Hold
100
– – 0.01% 227
2015
Q2 		$8K Hold
100
– – 0.01% 246
2015
Q1 		$8K Buy
+100
New +$7.34K 0.01% 248

Other funds holding PSX

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllSquare Wealth Management's PSX Position: Q2 2017 in Review

AllSquare Wealth Management sold out of Phillips 66 (PSX) in Q2 2017, closing a stake of 100 shares — an estimated $8K sold.

AllSquare Wealth Management first reported a position in PSX in Q1 2015 and held it in 9 quarters. The position peaked at $9K in Q4 2016. 1,117 funds tracked by Wall St. Rank hold PSX as of Q2 2017.

  • AllSquare Wealth Management reported no remaining Phillips 66 position as of Q2 2017 after selling out during the quarter.
  • AllSquare Wealth Management sold 100 Phillips 66 shares in Q2 2017, an estimated $8K.
  • AllSquare Wealth Management first reported a position in Phillips 66 in Q1 2015 and held it in 9 quarters.
  • AllSquare Wealth Management's Phillips 66 position peaked at $9K in Q4 2016.
  • 1,117 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2017.

Based on AllSquare Wealth Management's 13F filing for Q2 2017, filed 8 Aug 2017.