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Fort Pitt Capital Group’s Phillips 66 PSX Stock Holding History

Fort Pitt Capital Group’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
-1,000
Closed -$70K – 285
2020
Q4 		$70K Buy
+1,000
New +$58.7K ﹤0.01% 176
2014
Q1 		– Sell
-4
Closed -$273 – 102
2013
Q4 		$273 Hold
4
– – 0.04% 94
2013
Q3 		$232 Hold
4
– – 0.04% 90
2013
Q2 		$237 Buy
+4
New +$251 0.04% 88

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fort Pitt Capital Group's PSX Position: Q1 2021 in Review

Fort Pitt Capital Group sold out of Phillips 66 (PSX) in Q1 2021, closing a stake of 1,000 shares — an estimated $70K sold.

Fort Pitt Capital Group first reported a position in PSX in Q2 2013 and held it in 4 quarters. The position peaked at $70K in Q4 2020. 1,272 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

  • Fort Pitt Capital Group reported no remaining Phillips 66 position as of Q1 2021 after selling out during the quarter.
  • Fort Pitt Capital Group sold 1,000 Phillips 66 shares in Q1 2021, an estimated $70K.
  • Fort Pitt Capital Group first reported a position in Phillips 66 in Q2 2013 and held it in 4 quarters.
  • Fort Pitt Capital Group's Phillips 66 position peaked at $70K in Q4 2020.
  • 1,272 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on Fort Pitt Capital Group's 13F filing for Q1 2021, filed 16 Apr 2021.