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Fairhaven Wealth Management’s Phillips 66 PSX Stock Holding History

Fairhaven 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
Q1 		– Sell
-2,113
Closed -$235K – 90
2019
Q4 		$235K Hold
2,113
– – 0.2% 66
2019
Q3 		$216K Buy
+2,113
New +$212K 0.2% 68
2019
Q2 		– Sell
-2,113
Closed -$201K – 83
2019
Q1 		$201K Buy
+2,113
New +$201K 0.19% 72

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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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fairhaven Wealth Management's PSX Position: Q1 2020 in Review

Fairhaven Wealth Management sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 2,113 shares — an estimated $235K sold.

Fairhaven Wealth Management first reported a position in PSX in Q1 2019 and held it in 3 quarters. The position peaked at $235K in Q4 2019. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • Fairhaven Wealth Management reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • Fairhaven Wealth Management sold 2,113 Phillips 66 shares in Q1 2020, an estimated $235K.
  • Fairhaven Wealth Management first reported a position in Phillips 66 in Q1 2019 and held it in 3 quarters.
  • Fairhaven Wealth Management's Phillips 66 position peaked at $235K in Q4 2019.
  • 1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Fairhaven Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.