ICW Investment Advisors’s Phillips 66 PSX Stock Holding History

ICW Investment 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 Q1	–	Sell	-161	Closed	-$18K	–	157
2019 Q4	$18K	Buy	+161	New	+$18.1K	0.01%	158

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

ICW Investment Advisors's PSX Position: Q1 2020 in Review

ICW Investment Advisors sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 161 shares — an estimated $18K sold.

ICW Investment Advisors first reported a position in PSX in Q4 2019 and held it in 1 quarter. The position peaked at $18K in Q4 2019. 1,222 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

ICW Investment Advisors reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
ICW Investment Advisors sold 161 Phillips 66 shares in Q1 2020, an estimated $18K.
ICW Investment Advisors first reported a position in Phillips 66 in Q4 2019 and held it in 1 quarter.
ICW Investment Advisors's Phillips 66 position peaked at $18K in Q4 2019.
1,222 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on ICW Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.