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IBEX Wealth Advisors’s Phillips 66 PSX Stock Holding History

IBEX 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
2020
Q3 		– Sell
-44,068
Closed -$3.17M – 107
2020
Q2 		$3.17M Buy
+44,068
New +$3.12M 1.02% 44
2017
Q1 		– Sell
-34
Closed -$3K – 309
2016
Q4 		$3K Buy
+34
New +$2.83K ﹤0.01% 419

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IBEX Wealth Advisors's PSX Position: Q3 2020 in Review

IBEX Wealth Advisors sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 44,068 shares — an estimated $3.17M sold.

IBEX Wealth Advisors first reported a position in PSX in Q4 2016 and held it in 2 quarters. The position peaked at $3.17M in Q2 2020. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

  • IBEX Wealth Advisors reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
  • IBEX Wealth Advisors sold 44,068 Phillips 66 shares in Q3 2020, an estimated $3.17M.
  • IBEX Wealth Advisors first reported a position in Phillips 66 in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's Phillips 66 position peaked at $3.17M in Q2 2020.
  • 1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on IBEX Wealth Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.