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Chessman Wealth Strategies RIA’s Phillips 66 PSX Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-210
Closed -$24K – 138
2018
Q3 		$24K Buy
+210
New +$24.3K 0.02% 88

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chessman Wealth Strategies RIA's PSX Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 210 shares — an estimated $24K sold.

Chessman Wealth Strategies RIA first reported a position in PSX in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 210 Phillips 66 shares in Q4 2018, an estimated $24K.
  • Chessman Wealth Strategies RIA first reported a position in Phillips 66 in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Phillips 66 position peaked at $24K in Q3 2018.
  • 1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.