Asset Planning Services (Pennsylvania)’s Phillips 66 PSX Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-125	Closed	-$13K	–	209
2019 Q3	$13K	Hold	125	–	–	0.01%	193
2019 Q2	$12K	Hold	125	–	–	0.01%	191
2019 Q1	$12K	Hold	125	–	–	0.01%	189
2018 Q4	$11K	Hold	125	–	–	0.01%	192
2018 Q3	$13K	Hold	125	–	–	0.01%	189
2018 Q2	$14K	Hold	125	–	–	0.01%	182
2018 Q1	$12K	Hold	125	–	–	0.01%	194
2017 Q4	$13K	Hold	125	–	–	0.01%	194
2017 Q3	$11K	Hold	125	–	–	0.01%	226
2017 Q2	$10K	Hold	125	–	–	0.01%	228
2017 Q1	$10K	Hold	125	–	–	0.01%	222
2016 Q4	$11K	Hold	125	–	–	0.01%	195
2016 Q3	$10K	Hold	125	–	–	0.01%	189
2016 Q2	$10K	Buy	+125	New	+$10.2K	0.01%	197

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Asset Planning Services (Pennsylvania)'s PSX Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Phillips 66 (PSX) in Q4 2019, closing a stake of 125 shares — an estimated $13K sold.

Asset Planning Services (Pennsylvania) first reported a position in PSX in Q2 2016 and held it in 14 quarters. The position peaked at $14K in Q2 2018. 1,538 funds tracked by Wall St. Rank hold PSX as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Phillips 66 position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 125 Phillips 66 shares in Q4 2019, an estimated $13K.
Asset Planning Services (Pennsylvania) first reported a position in Phillips 66 in Q2 2016 and held it in 14 quarters.
Asset Planning Services (Pennsylvania)'s Phillips 66 position peaked at $14K in Q2 2018.
1,538 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.