Harvest Group Wealth Management’s Phillips 66 PSX Stock Holding History

Harvest Group 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	-213	Closed	-$15K	–	538
2020 Q4	$15K	Hold	213	–	–	0.01%	196
2020 Q3	$11K	Hold	213	–	–	0.01%	218
2020 Q2	$15K	Sell	213 -120	-36%	-$8.5K	0.01%	178
2020 Q1	$17K	Hold	333	–	–	0.02%	153
2019 Q4	$37K	Buy	333 +1	+0.3%	+$112	0.03%	98
2019 Q3	$34K	Buy	332 +3	+0.9%	+$301	0.04%	104
2019 Q2	$30K	Buy	329 +1	+0.3%	+$90	0.04%	106
2019 Q1	$31K	Buy	+328	New	+$31.2K	0.03%	118

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's PSX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Phillips 66 (PSX) in Q1 2021, closing a stake of 213 shares — an estimated $15K sold.

Harvest Group Wealth Management first reported a position in PSX in Q1 2019 and held it in 8 quarters. The position peaked at $37K in Q4 2019. 1,271 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

Harvest Group Wealth Management reported no remaining Phillips 66 position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 213 Phillips 66 shares in Q1 2021, an estimated $15K.
Harvest Group Wealth Management first reported a position in Phillips 66 in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Phillips 66 position peaked at $37K in Q4 2019.
1,271 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.