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Holistic Financial Partners’s Phillips 66 PSX Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-165
Closed -$16K – 279
2018
Q1 		$16K Sell
165
-64
-28% -$6.23K 0.01% 292
2017
Q4 		$23K Buy
+229
New +$21.8K 0.02% 269

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State Street
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
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T. Rowe Price Associates
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Holistic Financial Partners's PSX Position: Q2 2018 in Review

Holistic Financial Partners sold out of Phillips 66 (PSX) in Q2 2018, closing a stake of 165 shares — an estimated $16K sold.

Holistic Financial Partners first reported a position in PSX in Q4 2017 and held it in 2 quarters. The position peaked at $23K in Q4 2017. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2018.

  • Holistic Financial Partners reported no remaining Phillips 66 position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 165 Phillips 66 shares in Q2 2018, an estimated $16K.
  • Holistic Financial Partners first reported a position in Phillips 66 in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Phillips 66 position peaked at $23K in Q4 2017.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.