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Family Legacy Inc’s Phillips 66 PSX Stock Holding History

Family Legacy Inc’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 		– Sell
-15,271
Closed -$1.07M – 116
2020
Q4 		$1.07M Sell
15,271
-2,381
-13% -$140K 0.55% 64
2020
Q3 		$915K Sell
17,652
-4,746
-21% -$290K 0.52% 63
2020
Q2 		$1.61M Sell
22,398
-313
-1% -$22.2K 0.97% 45
2020
Q1 		$1.22M Sell
22,711
-25
-0.1% -$2.03K 0.88% 44
2019
Q4 		$2.37M Sell
22,736
-4
-0% -$449 1.35% 28
2019
Q3 		$2.72M Buy
22,740
+3,083
+16% +$309K 1.69% 16
2019
Q2 		$1.84M Buy
19,657
+477
+2% +$42.8K 1.44% 24
2019
Q1 		$1.89M Sell
19,180
-125
-0.6% -$11.9K 1.53% 23
2018
Q4 		$1.66M Buy
19,305
+798
+4% +$78K 1.49% 22
2018
Q3 		$2.09M Buy
18,507
+190
+1% +$22K 1.7% 17
2018
Q2 		$2.06M Buy
18,317
+357
+2% +$40.1K 1.78% 17
2018
Q1 		$1.72M Buy
17,960
+132
+0.7% +$12.8K 1.59% 20
2017
Q4 		$1.8M Buy
17,828
+7,778
+77% +$739K 1.63% 22
2017
Q3 		$920K Sell
10,050
-7,704
-43% -$653K 2.34% 23
2017
Q2 		$1.47M Sell
17,754
-231
-1% -$18.1K 1.47% 27
2017
Q1 		$1.43M Buy
+17,985
New +$1.45M 1.49% 28

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Family Legacy Inc's PSX Position: Q1 2021 in Review

Family Legacy Inc sold out of Phillips 66 (PSX) in Q1 2021, closing a stake of 15,271 shares — an estimated $1.07M sold.

Family Legacy Inc first reported a position in PSX in Q1 2017 and held it in 16 quarters. The position peaked at $2.72M in Q3 2019. 1,271 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

  • Family Legacy Inc reported no remaining Phillips 66 position as of Q1 2021 after selling out during the quarter.
  • Family Legacy Inc sold 15,271 Phillips 66 shares in Q1 2021, an estimated $1.07M.
  • Family Legacy Inc first reported a position in Phillips 66 in Q1 2017 and held it in 16 quarters.
  • Family Legacy Inc's Phillips 66 position peaked at $2.72M in Q3 2019.
  • 1,271 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on Family Legacy Inc's 13F filing for Q1 2021, filed 9 Apr 2021.