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Certified Advisory Corp’s Phillips 66 PSX Stock Holding History

Certified Advisory Corp’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
2021
Q2 		– Sell
-508
Closed -$42K – 600
2021
Q1 		$42K Buy
+508
New +$39.9K 0.01% 377
2020
Q2 		$54K Buy
750
+2
+0.3% +$142 0.02% 297
2020
Q1 		$40K Sell
748
-9
-1% -$732 0.02% 312
2019
Q4 		$84K Buy
757
+2
+0.3% +$225 0.03% 249
2019
Q3 		$77K Buy
755
+17
+2% +$1.7K 0.03% 258
2019
Q2 		$69K Buy
738
+110
+18% +$9.87K 0.03% 271
2019
Q1 		$60K Buy
628
+8
+1% +$760 0.03% 273
2018
Q4 		$53K Buy
620
+2
+0.3% +$195 0.03% 268
2018
Q3 		$70K Buy
618
+2
+0.3% +$231 0.03% 245
2018
Q2 		$69K Buy
616
+2
+0.3% +$225 0.04% 236
2018
Q1 		$58K Buy
614
+107
+21% +$10.4K 0.03% 251
2017
Q4 		$50K Buy
+507
New +$48.2K 0.04% 239

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Certified Advisory Corp's PSX Position: Q2 2021 in Review

Certified Advisory Corp sold out of Phillips 66 (PSX) in Q2 2021, closing a stake of 508 shares — an estimated $42K sold.

Certified Advisory Corp first reported a position in PSX in Q4 2017 and held it in 12 quarters. The position peaked at $84K in Q4 2019. 1,324 funds tracked by Wall St. Rank hold PSX as of Q2 2021.

  • Certified Advisory Corp reported no remaining Phillips 66 position as of Q2 2021 after selling out during the quarter.
  • Certified Advisory Corp sold 508 Phillips 66 shares in Q2 2021, an estimated $42K.
  • Certified Advisory Corp first reported a position in Phillips 66 in Q4 2017 and held it in 12 quarters.
  • Certified Advisory Corp's Phillips 66 position peaked at $84K in Q4 2019.
  • 1,324 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.