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Campbell Wealth Management’s Phillips 66 PSX Stock Holding History

Campbell Wealth Management’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
-1,663
Closed -$120K – 279
2020
Q2 		$120K Buy
+1,663
New +$118K 0.02% 82

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Campbell Wealth Management's PSX Position: Q3 2020 in Review

Campbell Wealth Management sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 1,663 shares — an estimated $120K sold.

Campbell Wealth Management first reported a position in PSX in Q2 2020 and held it in 1 quarter. The position peaked at $120K in Q2 2020. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

  • Campbell Wealth Management reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 1,663 Phillips 66 shares in Q3 2020, an estimated $120K.
  • Campbell Wealth Management first reported a position in Phillips 66 in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Phillips 66 position peaked at $120K in Q2 2020.
  • 1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.