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Atlas Private Wealth Advisors’s Phillips 66 PSX Stock Holding History

Atlas Private Wealth Advisors’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
Q4 		– Sell
-36
Closed -$3K – 567
2021
Q3 		$3K Hold
36
– – ﹤0.01% 635
2021
Q2 		$3K Sell
36
-12
-25% -$1.01K ﹤0.01% 638
2021
Q1 		$4K Buy
48
+12
+33% +$942 ﹤0.01% 654
2020
Q4 		$3K Hold
36
– – ﹤0.01% 604
2020
Q3 		$2K Hold
36
– – ﹤0.01% 591
2020
Q2 		$3K Buy
+36
New +$2.55K ﹤0.01% 572

Other funds holding PSX

Vanguard Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Private Wealth Advisors's PSX Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Phillips 66 (PSX) in Q4 2021, closing a stake of 36 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in PSX in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q1 2021. 1,357 funds tracked by Wall St. Rank hold PSX as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Phillips 66 position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 36 Phillips 66 shares in Q4 2021, an estimated $3K.
  • Atlas Private Wealth Advisors first reported a position in Phillips 66 in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Phillips 66 position peaked at $4K in Q1 2021.
  • 1,357 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.