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Hummer Financial Advisory Services’s Phillips 66 PSX Stock Holding History

Hummer Financial Advisory Services’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
-2,490
Closed -$277K – 100
2019
Q4 		$277K Buy
+2,490
New +$280K 0.3% 82

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Hummer Financial Advisory Services's PSX Position: Q1 2020 in Review

Hummer Financial Advisory Services sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 2,490 shares — an estimated $277K sold.

Hummer Financial Advisory Services first reported a position in PSX in Q4 2019 and held it in 1 quarter. The position peaked at $277K in Q4 2019. 1,222 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • Hummer Financial Advisory Services reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • Hummer Financial Advisory Services sold 2,490 Phillips 66 shares in Q1 2020, an estimated $277K.
  • Hummer Financial Advisory Services first reported a position in Phillips 66 in Q4 2019 and held it in 1 quarter.
  • Hummer Financial Advisory Services's Phillips 66 position peaked at $277K in Q4 2019.
  • 1,222 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Hummer Financial Advisory Services's 13F filing for Q1 2020, filed 20 Apr 2020.