Burt Wealth Advisors’s Phillips 66 PSX Stock Holding History

Burt 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
2020 Q2	–	Sell	-300	Closed	-$16K	–	436
2020 Q1	$16K	Sell	300 -105	-26%	-$8.54K	0.01%	242
2019 Q4	$45K	Hold	405	–	–	0.02%	179
2019 Q3	$41K	Hold	405	–	–	0.02%	183
2019 Q2	$38K	Hold	405	–	–	0.02%	188
2019 Q1	$39K	Buy	405 +300	+286%	+$28.5K	0.02%	190
2018 Q4	$9K	Hold	105	–	–	﹤0.01%	278
2018 Q3	$12K	Hold	105	–	–	0.01%	282
2018 Q2	$12K	Hold	105	–	–	0.01%	274
2018 Q1	$10K	Hold	105	–	–	0.01%	289
2017 Q4	$11K	Hold	105	–	–	0.01%	273
2017 Q3	$10K	Hold	105	–	–	0.01%	266
2017 Q2	$8K	Hold	105	–	–	0.01%	306
2017 Q1	$8K	Hold	105	–	–	0.01%	276
2016 Q4	$9K	Hold	105	–	–	0.01%	287
2016 Q3	$8K	Hold	105	–	–	0.01%	283
2016 Q2	$8K	Sell	105 -200	-66%	-$16.3K	0.01%	287
2016 Q1	$26K	Buy	305 +200	+190%	+$16.3K	0.02%	219
2015 Q4	$8K	Hold	105	–	–	0.01%	310
2015 Q3	$8K	Hold	105	–	–	0.01%	274
2015 Q2	$8K	Hold	105	–	–	0.01%	289
2015 Q1	$8K	Hold	105	–	–	0.01%	256
2014 Q4	$8K	Buy	+105	New	+$7.75K	0.01%	251

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Burt Wealth Advisors's PSX Position: Q2 2020 in Review

Burt Wealth Advisors sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 300 shares — an estimated $16K sold.

Burt Wealth Advisors first reported a position in PSX in Q4 2014 and held it in 22 quarters. The position peaked at $45K in Q4 2019. 1,269 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

Burt Wealth Advisors reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
Burt Wealth Advisors sold 300 Phillips 66 shares in Q2 2020, an estimated $16K.
Burt Wealth Advisors first reported a position in Phillips 66 in Q4 2014 and held it in 22 quarters.
Burt Wealth Advisors's Phillips 66 position peaked at $45K in Q4 2019.
1,269 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.