Doyle Wealth Management’s Phillips 66 PSX Stock Holding History

Doyle Wealth Management’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 Q3	–	Sell	-2,836	Closed	-$204K	–	194
2020 Q2	$204K	Buy	+2,836	New	+$201K	0.03%	173
2020 Q1	–	Sell	-4,984	Closed	-$555K	–	206
2019 Q4	$555K	Buy	4,984 +800	+19%	+$89.9K	0.07%	117
2019 Q3	$428K	Buy	4,184 +10	+0.2%	+$1K	0.06%	128
2019 Q2	$390K	Hold	4,174	–	–	0.05%	129
2019 Q1	$362K	Buy	4,174 +1	+0%	+$95	0.05%	131
2018 Q4	$360K	Buy	+4,173	New	+$408K	0.06%	125

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Doyle Wealth Management's PSX Position: Q3 2020 in Review

Doyle Wealth Management sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 2,836 shares — an estimated $204K sold.

Doyle Wealth Management first reported a position in PSX in Q4 2018 and held it in 6 quarters. The position peaked at $555K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

Doyle Wealth Management reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
Doyle Wealth Management sold 2,836 Phillips 66 shares in Q3 2020, an estimated $204K.
Doyle Wealth Management first reported a position in Phillips 66 in Q4 2018 and held it in 6 quarters.
Doyle Wealth Management's Phillips 66 position peaked at $555K in Q4 2019.
1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Doyle Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.