Bernardo Wealth Planning’s Phillips 66 PSX Stock Holding History

Bernardo Wealth Planning’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
2020 Q3	–	Sell	-3,091	Closed	-$222K	–	159
2020 Q2	$222K	Buy	+3,091	New	+$219K	0.12%	122
2020 Q1	–	Sell	-3,703	Closed	-$412K	–	149
2019 Q4	$412K	Sell	3,703 -5	-0.1%	-$562	0.25%	98
2019 Q3	$379K	Sell	3,708 -564	-13%	-$56.5K	0.27%	98
2019 Q2	$400K	Sell	4,272 -119	-3%	-$10.7K	0.31%	87
2019 Q1	$418K	Buy	4,391 +51	+1%	+$4.85K	0.33%	82
2018 Q4	$374K	Buy	+4,340	New	+$424K	0.33%	79

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bernardo Wealth Planning's PSX Position: Q3 2020 in Review

Bernardo Wealth Planning sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 3,091 shares — an estimated $222K sold.

Bernardo Wealth Planning first reported a position in PSX in Q4 2018 and held it in 6 quarters. The position peaked at $418K in Q1 2019. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

Bernardo Wealth Planning reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
Bernardo Wealth Planning sold 3,091 Phillips 66 shares in Q3 2020, an estimated $222K.
Bernardo Wealth Planning first reported a position in Phillips 66 in Q4 2018 and held it in 6 quarters.
Bernardo Wealth Planning's Phillips 66 position peaked at $418K in Q1 2019.
1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Bernardo Wealth Planning's 13F filing for Q3 2020, filed 23 Oct 2020.