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Deane Retirement Strategies’s Phillips 66 PSX Stock Holding History

Deane Retirement Strategies’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
Q3 		– Sell
-24,343
Closed -$1.76M – 58
2021
Q2 		$2.09M Buy
24,343
+393
+2% +$33.2K 1.15% 26
2021
Q1 		$1.99M Buy
23,950
+536
+2% +$42.1K 1.07% 34
2020
Q4 		$1.64M Sell
23,414
-3
-0% -$176 1% 37
2020
Q3 		$1.21M Buy
+23,417
New +$1.43M 0.82% 36
2019
Q3 		– Sell
-18,931
Closed -$1.77M – 58
2019
Q2 		$1.77M Buy
18,931
+508
+3% +$45.6K 1.51% 22
2019
Q1 		$1.75M Buy
18,423
+112
+0.6% +$10.6K 1.53% 23
2018
Q4 		$1.58M Buy
18,311
+533
+3% +$52.1K 1.43% 25
2018
Q3 		$2M Sell
17,778
-10
-0.1% -$1.16K 1.81% 19
2018
Q2 		$2M Buy
17,788
+494
+3% +$55.5K 1.9% 18
2018
Q1 		$1.66M Sell
17,294
-49
-0.3% -$4.77K 1.7% 23
2017
Q4 		$1.75M Sell
17,343
-457
-3% -$43.4K 1.63% 25
2017
Q3 		$1.63M Sell
17,800
-214
-1% -$18.1K 1.57% 24
2017
Q2 		$1.49M Buy
+18,014
New +$1.41M 1.19% 30

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Deane Retirement Strategies's PSX Position: Q3 2021 in Review

Deane Retirement Strategies sold out of Phillips 66 (PSX) in Q3 2021, closing a stake of 24,343 shares — an estimated $1.76M sold.

Deane Retirement Strategies first reported a position in PSX in Q2 2017 and held it in 13 quarters. The position peaked at $2.09M in Q2 2021. 1,236 funds tracked by Wall St. Rank hold PSX as of Q3 2021.

  • Deane Retirement Strategies reported no remaining Phillips 66 position as of Q3 2021 after selling out during the quarter.
  • Deane Retirement Strategies sold 24,343 Phillips 66 shares in Q3 2021, an estimated $1.76M.
  • Deane Retirement Strategies first reported a position in Phillips 66 in Q2 2017 and held it in 13 quarters.
  • Deane Retirement Strategies's Phillips 66 position peaked at $2.09M in Q2 2021.
  • 1,236 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2021.

Based on Deane Retirement Strategies's 13F filing for Q3 2021, filed 5 Oct 2021.