EWA
PSX icon

Evolution Wealth Advisors’s Phillips 66 PSX Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-190
Closed -$10K – 622
2020
Q3 		$10K Hold
190
– – ﹤0.01% 356
2020
Q2 		$14K Buy
+190
New +$13.5K ﹤0.01% 247
2020
Q1 		– Sell
-78
Closed -$9K – 569
2019
Q4 		$9K Buy
78
+2
+3% +$225 ﹤0.01% 323
2019
Q3 		$8K Buy
+76
New +$7.62K ﹤0.01% 215

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evolution Wealth Advisors's PSX Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Phillips 66 (PSX) in Q4 2020, closing a stake of 190 shares — an estimated $10K sold.

Evolution Wealth Advisors first reported a position in PSX in Q3 2019 and held it in 4 quarters. The position peaked at $14K in Q2 2020. 1,234 funds tracked by Wall St. Rank hold PSX as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining Phillips 66 position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 190 Phillips 66 shares in Q4 2020, an estimated $10K.
  • Evolution Wealth Advisors first reported a position in Phillips 66 in Q3 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's Phillips 66 position peaked at $14K in Q2 2020.
  • 1,234 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.