Howard Wealth Management’s Phillips 66 PSX Stock Holding History

Howard 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
2020 Q1	–	Sell	-700	Closed	-$77K	–	390
2019 Q4	$77K	Buy	+700	New	+$78.6K	0.06%	159

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Howard Wealth Management's PSX Position: Q1 2020 in Review

Howard Wealth Management sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 700 shares — an estimated $77K sold.

Howard Wealth Management first reported a position in PSX in Q4 2019 and held it in 1 quarter. The position peaked at $77K in Q4 2019. 1,222 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

Howard Wealth Management reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 700 Phillips 66 shares in Q1 2020, an estimated $77K.
Howard Wealth Management first reported a position in Phillips 66 in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's Phillips 66 position peaked at $77K in Q4 2019.
1,222 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.