Fusion Family Wealth’s Phillips 66 PSX Stock Holding History

Fusion Family Wealth’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 Q2	–	Sell	-250	Closed	-$20K	–	88
2021 Q1	$20K	Hold	250	–	–	﹤0.01%	72
2020 Q4	$17K	Hold	250	–	–	﹤0.01%	68
2020 Q3	$13K	Hold	250	–	–	﹤0.01%	74
2020 Q2	$18K	Hold	250	–	–	﹤0.01%	73
2020 Q1	$13K	Hold	250	–	–	﹤0.01%	82
2019 Q4	$28K	Hold	250	–	–	0.01%	79
2019 Q3	$26K	Hold	250	–	–	0.01%	83
2019 Q2	$23K	Hold	250	–	–	0.01%	101
2019 Q1	$24K	Hold	250	–	–	0.01%	87
2018 Q4	$22K	Hold	250	–	–	0.01%	151
2018 Q3	$28K	Hold	250	–	–	0.01%	152
2018 Q2	$28K	Hold	250	–	–	0.01%	166
2018 Q1	$24K	Hold	250	–	–	0.01%	162
2017 Q4	$25K	Buy	+250	New	+$23.8K	0.01%	173
2017 Q3	–	Sell	-250	Closed	-$21K	–	281
2017 Q2	$21K	Hold	250	–	–	0.01%	169
2017 Q1	$20K	Hold	250	–	–	0.01%	166
2016 Q4	$21K	Buy	+250	New	+$20.8K	0.01%	188

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fusion Family Wealth's PSX Position: Q2 2021 in Review

Fusion Family Wealth sold out of Phillips 66 (PSX) in Q2 2021, closing a stake of 250 shares — an estimated $20K sold.

Fusion Family Wealth first reported a position in PSX in Q4 2016 and held it in 17 quarters. The position peaked at $28K in Q4 2019. 1,324 funds tracked by Wall St. Rank hold PSX as of Q2 2021.

Fusion Family Wealth reported no remaining Phillips 66 position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 250 Phillips 66 shares in Q2 2021, an estimated $20K.
Fusion Family Wealth first reported a position in Phillips 66 in Q4 2016 and held it in 17 quarters.
Fusion Family Wealth's Phillips 66 position peaked at $28K in Q4 2019.
1,324 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.