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Financial Architects (New Jersey)’s Phillips 66 PSX Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-758
Closed -$55K – 637
2020
Q2 		$55K Buy
758
+202
+36% +$14.3K 0.01% 409
2020
Q1 		$30K Buy
556
+2
+0.4% +$163 0.01% 451
2019
Q4 		$62K Buy
554
+1
+0.2% +$112 0.01% 396
2019
Q3 		$57K Sell
553
-198
-26% -$19.8K 0.01% 417
2019
Q2 		$70K Sell
751
-823
-52% -$73.8K 0.01% 440
2019
Q1 		$150K Buy
1,574
+119
+8% +$11.3K 0.03% 365
2018
Q4 		$125K Buy
1,455
+271
+23% +$26.5K 0.02% 353
2018
Q3 		$134K Sell
1,184
-129
-10% -$14.9K 0.02% 394
2018
Q2 		$148K Sell
1,313
-1,729
-57% -$194K 0.03% 327
2018
Q1 		$292K Buy
3,042
+1,634
+116% +$159K 0.06% 232
2017
Q4 		$142K Buy
1,408
+29
+2% +$2.76K 0.02% 410
2017
Q3 		$126K Sell
1,379
-994
-42% -$84.2K 0.02% 448
2017
Q2 		$197K Sell
2,373
-8
-0.3% -$628 0.04% 315
2017
Q1 		$189K Buy
2,381
+1,080
+83% +$87K 0.03% 305
2016
Q4 		$112K Sell
1,301
-821
-39% -$68.3K 0.03% 370
2016
Q3 		$171K Buy
2,122
+111
+6% +$8.63K 0.05% 286
2016
Q2 		$160K Buy
2,011
+1,622
+417% +$132K 0.05% 291
2016
Q1 		$34K Buy
+389
New +$31.6K 0.01% 470
2015
Q3 		– Sell
-760
Closed -$61K – 737
2015
Q2 		$61K Sell
760
-253
-25% -$20.1K 0.02% 401
2015
Q1 		$80K Buy
1,013
+417
+70% +$30.6K 0.03% 323
2014
Q4 		$43K Hold
596
– – 0.02% 367
2014
Q3 		$48K Sell
596
-565
-49% -$47K 0.02% 312
2014
Q2 		$93K Buy
+1,161
New +$95.6K 0.04% 239
2013
Q4 		– Sell
-965
Closed -$57K – 455
2013
Q3 		$57K Buy
965
+311
+48% +$18K 0.04% 240
2013
Q2 		$39K Buy
+654
New +$41.1K 0.03% 265

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Financial Architects (New Jersey)'s PSX Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 758 shares — an estimated $55K sold.

Financial Architects (New Jersey) first reported a position in PSX in Q2 2013 and held it in 25 quarters. The position peaked at $292K in Q1 2018. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 758 Phillips 66 shares in Q3 2020, an estimated $55K.
  • Financial Architects (New Jersey) first reported a position in Phillips 66 in Q2 2013 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s Phillips 66 position peaked at $292K in Q1 2018.
  • 1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.