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ForthRight Wealth Management’s Phillips 66 PSX Stock Holding History

ForthRight 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
Q1 		– Sell
-88
Closed -$6K – 152
2020
Q4 		$6K Buy
+88
New +$5.17K ﹤0.01% 145

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ForthRight Wealth Management's PSX Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Phillips 66 (PSX) in Q1 2021, closing a stake of 88 shares — an estimated $6K sold.

ForthRight Wealth Management first reported a position in PSX in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 1,271 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Phillips 66 position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 88 Phillips 66 shares in Q1 2021, an estimated $6K.
  • ForthRight Wealth Management first reported a position in Phillips 66 in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Phillips 66 position peaked at $6K in Q4 2020.
  • 1,271 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.