Altus Wealth Group’s Phillips 66 PSX Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-233	Closed	-$16K	–	633
2020 Q4	$16K	Buy	+233	New	+$13.7K	0.02%	419

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altus Wealth Group's PSX Position: Q1 2021 in Review

Altus Wealth Group sold out of Phillips 66 (PSX) in Q1 2021, closing a stake of 233 shares — an estimated $16K sold.

Altus Wealth Group first reported a position in PSX in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 1,271 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

Altus Wealth Group reported no remaining Phillips 66 position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 233 Phillips 66 shares in Q1 2021, an estimated $16K.
Altus Wealth Group first reported a position in Phillips 66 in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Phillips 66 position peaked at $16K in Q4 2020.
1,271 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.