FFT Wealth Management’s Phillips 66 PSX Stock Holding History

FFT 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
2021 Q3	–	Sell	-1,378	Closed	-$118K	–	207
2021 Q2	$118K	Buy	+1,378	New	+$116K	0.03%	96

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FFT Wealth Management's PSX Position: Q3 2021 in Review

FFT Wealth Management sold out of Phillips 66 (PSX) in Q3 2021, closing a stake of 1,378 shares — an estimated $118K sold.

FFT Wealth Management first reported a position in PSX in Q2 2021 and held it in 1 quarter. The position peaked at $118K in Q2 2021. 1,236 funds tracked by Wall St. Rank hold PSX as of Q3 2021.

FFT Wealth Management reported no remaining Phillips 66 position as of Q3 2021 after selling out during the quarter.
FFT Wealth Management sold 1,378 Phillips 66 shares in Q3 2021, an estimated $118K.
FFT Wealth Management first reported a position in Phillips 66 in Q2 2021 and held it in 1 quarter.
FFT Wealth Management's Phillips 66 position peaked at $118K in Q2 2021.
1,236 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2021.

Based on FFT Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.