Filbrandt Wealth Management’s Phillips 66 PSX Stock Holding History

Filbrandt 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	$4K	Buy	61 +18	+42%	+$1.3K	﹤0.01%	153
2021 Q2	$4K	Buy	43 +4	+10%	+$338	﹤0.01%	149
2021 Q1	$3K	Buy	+39	New	+$3.06K	﹤0.01%	153
2020 Q4	–	Sell	-364	Closed	-$19K	–	181
2020 Q3	$19K	Sell	364 -249	-41%	-$15.2K	0.01%	110
2020 Q2	$44K	Buy	613 +182	+42%	+$12.9K	0.04%	125
2020 Q1	$23K	Buy	431 +67	+18%	+$5.45K	0.03%	101
2019 Q4	$40K	Buy	+364	New	+$40.9K	0.04%	94

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

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

Filbrandt Wealth Management increased its Phillips 66 (PSX) stake by 42% in Q3 2021, buying an estimated $1.3K and bringing the position to 61 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Filbrandt Wealth Management first reported a position in PSX in Q4 2019 and has held it in 7 quarters since. The position peaked at $44K in Q2 2020. 1,236 funds tracked by Wall St. Rank hold PSX as of Q3 2021.

Filbrandt Wealth Management held 61 shares of Phillips 66 worth $4K as of Q3 2021.
Filbrandt Wealth Management bought 18 Phillips 66 shares in Q3 2021, an estimated $1.3K.
Phillips 66 made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #153 holding.
Filbrandt Wealth Management first reported a position in Phillips 66 in Q4 2019 and has held it in 7 quarters since.
Filbrandt Wealth Management's Phillips 66 position peaked at $44K in Q2 2020.
1,236 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.