Braun-Bostich & Associates’s Phillips 66 PSX Stock Holding History

Braun-Bostich & Associates’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 Q4	–	Sell	-387	Closed	-$20K	–	171
2020 Q3	$20K	Hold	387	–	–	0.02%	212
2020 Q2	$28K	Hold	387	–	–	0.03%	148
2020 Q1	$19K	Hold	387	–	–	0.02%	168
2019 Q4	$43K	Buy	+387	New	+$43.5K	0.04%	148
2019 Q3	–	Sell	-387	Closed	-$36K	–	247
2019 Q2	$36K	Hold	387	–	–	0.04%	202
2019 Q1	$37K	Sell	387 -155	-29%	-$14.7K	0.04%	212
2018 Q4	$47K	Buy	542 +83	+18%	+$8.11K	0.05%	178
2018 Q3	$52K	Buy	459 +155	+51%	+$17.9K	0.05%	176
2018 Q2	$34K	Hold	304	–	–	0.03%	186
2018 Q1	$29K	Hold	304	–	–	0.03%	199
2017 Q4	$31K	Buy	+304	New	+$28.9K	0.03%	205

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

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

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

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

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

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

Braun-Bostich & Associates's PSX Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Phillips 66 (PSX) in Q4 2020, closing a stake of 387 shares — an estimated $20K sold.

Braun-Bostich & Associates first reported a position in PSX in Q4 2017 and held it in 11 quarters. The position peaked at $52K in Q3 2018. 1,234 funds tracked by Wall St. Rank hold PSX as of Q4 2020.

Braun-Bostich & Associates reported no remaining Phillips 66 position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 387 Phillips 66 shares in Q4 2020, an estimated $20K.
Braun-Bostich & Associates first reported a position in Phillips 66 in Q4 2017 and held it in 11 quarters.
Braun-Bostich & Associates's Phillips 66 position peaked at $52K in Q3 2018.
1,234 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.