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Guidant Wealth Advisors’s Phillips 66 PSX Stock Holding History

Guidant Wealth 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
2019
Q3 		$12K Hold
117
– – ﹤0.01% 249
2019
Q2 		$11K Buy
117
+1
+0.9% +$90 ﹤0.01% 255
2019
Q1 		$11K Buy
+116
New +$11K ﹤0.01% 256

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guidant Wealth Advisors's PSX Position: Q3 2019 in Review

Guidant Wealth Advisors held its Phillips 66 (PSX) position steady in Q3 2019 at 117 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Guidant Wealth Advisors first reported a position in PSX in Q1 2019 and has held it in 3 quarters since. 1,389 funds tracked by Wall St. Rank hold PSX as of Q3 2019.

  • Guidant Wealth Advisors held 117 shares of Phillips 66 worth $12K as of Q3 2019.
  • Guidant Wealth Advisors left its Phillips 66 share count unchanged in Q3 2019.
  • Phillips 66 made up ﹤0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #249 holding.
  • Guidant Wealth Advisors first reported a position in Phillips 66 in Q1 2019 and has held it in 3 quarters since.
  • 1,389 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.