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Fiduciary Financial Services of The Southwest’s Phillips 66 PSX Stock Holding History

Fiduciary Financial Services of The Southwest’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
2019
Q4 		$902K Sell
8,094
-44
-0.5% -$4.94K 0.24% 93
2019
Q3 		$833K Hold
8,138
– – 0.22% 95
2019
Q2 		$761K Sell
8,138
-30
-0.4% -$2.69K 0.22% 101
2019
Q1 		$777K Sell
8,168
-12
-0.1% -$1.14K 0.23% 100
2018
Q4 		$705K Hold
8,180
– – 0.22% 96
2018
Q3 		$922K Hold
8,180
– – 0.26% 91
2018
Q2 		$919K Hold
8,180
– – 0.28% 87
2018
Q1 		$785K Sell
8,180
-156
-2% -$15.2K 0.24% 99
2017
Q4 		$843K Buy
8,336
+270
+3% +$25.7K 0.25% 97
2017
Q3 		$739K Sell
8,066
-12
-0.1% -$1.02K 0.22% 100
2017
Q2 		$668K Hold
8,078
– – 0.21% 108
2017
Q1 		$640K Hold
8,078
– – 0.2% 109
2016
Q4 		$698K Hold
8,078
– – 0.23% 105
2016
Q3 		$651K Sell
8,078
-192
-2% -$14.9K 0.21% 114
2016
Q2 		$656K Buy
8,270
+42
+0.5% +$3.43K 0.21% 109
2016
Q1 		$712K Sell
8,228
-135
-2% -$11K 0.25% 100
2015
Q4 		$684K Hold
8,363
– – 0.24% 97
2015
Q3 		$643K Buy
8,363
+30
+0.4% +$2.38K 0.23% 104
2015
Q2 		$671K Sell
8,333
-412
-5% -$32.7K 0.21% 111
2015
Q1 		$687K Hold
8,745
– – 0.2% 108
2014
Q4 		$627K Sell
8,745
-7
-0.1% -$516 0.18% 112
2014
Q3 		$712K Hold
8,752
– – 0.2% 106
2014
Q2 		$704K Sell
8,752
-71
-0.8% -$5.85K 0.2% 109
2014
Q1 		$680K Buy
8,823
+71
+0.8% +$5.41K 0.21% 104
2013
Q4 		$675K Buy
8,752
+73
+0.8% +$4.87K 0.21% 98
2013
Q3 		$502K Sell
8,679
-252
-3% -$14.6K 0.17% 107
2013
Q2 		$526K Buy
+8,931
New +$561K 0.18% 109

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's PSX Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Phillips 66 (PSX) stake by 0.54% in Q4 2019, selling an estimated $4.94K and leaving 8,094 shares worth $902K. The position accounts for 0.24% of the portfolio, ranked #93.

Fiduciary Financial Services of The Southwest first reported a position in PSX in Q2 2013 and has held it in 27 quarters since. The position peaked at $922K in Q3 2018. 1,539 funds tracked by Wall St. Rank hold PSX as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 8,094 shares of Phillips 66 worth $902K as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 44 Phillips 66 shares in Q4 2019, an estimated $4.94K.
  • Phillips 66 made up 0.24% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #93 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Phillips 66 in Q2 2013 and has held it in 27 quarters since.
  • Fiduciary Financial Services of The Southwest's Phillips 66 position peaked at $922K in Q3 2018.
  • 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.