CSat Investment Advisory’s Phillips 66 PSX Stock Holding History

CSat Investment Advisory’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 Q1	$20K	Sell	242 -36	-13%	-$2.83K	0.02%	383
2020 Q4	$19K	Sell	278 -851	-75%	-$50K	0.02%	347
2020 Q3	$59K	Sell	1,129 -574	-34%	-$35K	0.01%	648
2020 Q2	$122K	Sell	1,703 -1,190	-41%	-$84.3K	0.01%	410
2020 Q1	$155K	Buy	2,893 +849	+42%	+$69.1K	0.03%	278
2019 Q4	$228K	Buy	2,044 +507	+33%	+$57K	0.06%	215
2019 Q3	$157K	Buy	1,537 +129	+9%	+$12.9K	0.05%	245
2019 Q2	$131K	Buy	1,408 +1,327	+1,638%	+$119K	0.05%	256
2019 Q1	$8K	Buy	81 +2	+3%	+$190	﹤0.01%	463
2018 Q4	$7K	Buy	79 +44	+126%	+$4.3K	﹤0.01%	459
2018 Q3	$4K	Buy	35 +5	+17%	+$578	﹤0.01%	489
2018 Q2	$3K	Buy	+30	New	+$3.37K	﹤0.01%	510

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's PSX Position: Q1 2021 in Review

CSat Investment Advisory reduced its Phillips 66 (PSX) stake by 13% in Q1 2021, selling an estimated $2.83K and leaving 242 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #383.

CSat Investment Advisory first reported a position in PSX in Q2 2018 and has held it in 12 quarters since. The position peaked at $228K in Q4 2019. 1,272 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

CSat Investment Advisory held 242 shares of Phillips 66 worth $20K as of Q1 2021.
CSat Investment Advisory sold 36 Phillips 66 shares in Q1 2021, an estimated $2.83K.
Phillips 66 made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #383 holding.
CSat Investment Advisory first reported a position in Phillips 66 in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Phillips 66 position peaked at $228K in Q4 2019.
1,272 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.