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Alterna Wealth Management’s Phillips 66 PSX Stock Holding History

Alterna 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
Q1 		– Sell
-4,239
Closed -$351K – 284
2018
Q4 		$351K Buy
+4,239
New +$414K 0.06% 226

Other funds holding PSX

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alterna Wealth Management's PSX Position: Q1 2019 in Review

Alterna Wealth Management sold out of Phillips 66 (PSX) in Q1 2019, closing a stake of 4,239 shares — an estimated $351K sold.

Alterna Wealth Management first reported a position in PSX in Q4 2018 and held it in 1 quarter. The position peaked at $351K in Q4 2018. 1,400 funds tracked by Wall St. Rank hold PSX as of Q1 2019.

  • Alterna Wealth Management reported no remaining Phillips 66 position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 4,239 Phillips 66 shares in Q1 2019, an estimated $351K.
  • Alterna Wealth Management first reported a position in Phillips 66 in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Phillips 66 position peaked at $351K in Q4 2018.
  • 1,400 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.