Claraphi Advisory Network’s Phillips 66 PSX Stock Holding History

Claraphi Advisory Network’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	-1,340	Closed	-$72K	–	960
2020 Q1	$72K	Buy	+1,340	New	+$109K	0.03%	410
2018 Q4	–	Sell	-3,032	Closed	-$342K	–	259
2018 Q3	$342K	Buy	3,032 +821	+37%	+$94.9K	0.19%	139
2018 Q2	$248K	Buy	+2,211	New	+$249K	0.16%	194

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

Claraphi Advisory Network's PSX Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 1,340 shares — an estimated $72K sold.

Claraphi Advisory Network first reported a position in PSX in Q2 2018 and held it in 3 quarters. The position peaked at $342K in Q3 2018. 1,269 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

Claraphi Advisory Network reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 1,340 Phillips 66 shares in Q2 2020, an estimated $72K.
Claraphi Advisory Network first reported a position in Phillips 66 in Q2 2018 and held it in 3 quarters.
Claraphi Advisory Network's Phillips 66 position peaked at $342K in Q3 2018.
1,269 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.