Fortis Advisors’s Phillips 66 PSX Stock Holding History

Fortis Advisors’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 Q2	–	Sell	-65	Closed	-$3K	–	290
2020 Q1	$3K	Hold	65	–	–	﹤0.01%	297
2019 Q4	$7K	Hold	65	–	–	﹤0.01%	279
2019 Q3	$7K	Buy	+65	New	+$6.51K	﹤0.01%	281

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fortis Advisors's PSX Position: Q2 2020 in Review

Fortis Advisors sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 65 shares — an estimated $3K sold.

Fortis Advisors first reported a position in PSX in Q3 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 1,269 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

Fortis Advisors reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 65 Phillips 66 shares in Q2 2020, an estimated $3K.
Fortis Advisors first reported a position in Phillips 66 in Q3 2019 and held it in 3 quarters.
Fortis Advisors's Phillips 66 position peaked at $7K in Q4 2019.
1,269 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.