Capital Wealth Alliance’s Phillips 66 PSX Stock Holding History

Capital Wealth Alliance’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 Q1	–	Sell	-17	Closed	-$2K	–	271
2019 Q4	$2K	Buy	+17	New	+$1.91K	﹤0.01%	321

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Wealth Alliance's PSX Position: Q1 2020 in Review

Capital Wealth Alliance sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 17 shares — an estimated $2K sold.

Capital Wealth Alliance first reported a position in PSX in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

Capital Wealth Alliance reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
Capital Wealth Alliance sold 17 Phillips 66 shares in Q1 2020, an estimated $2K.
Capital Wealth Alliance first reported a position in Phillips 66 in Q4 2019 and held it in 1 quarter.
Capital Wealth Alliance's Phillips 66 position peaked at $2K in Q4 2019.
1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Capital Wealth Alliance's 13F filing for Q1 2020, filed 28 Apr 2020.