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Inspire Investing’s Phillips 66 PSX Stock Holding History

Inspire Investing’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
Q2 		– Sell
-6,435
Closed -$345K – 662
2020
Q1 		$345K Buy
6,435
+1,592
+33% +$130K 0.14% 184
2019
Q4 		$540K Sell
4,843
-563
-10% -$63.2K 0.19% 195
2019
Q3 		$554K Sell
5,406
-141
-3% -$14.1K 0.21% 141
2019
Q2 		$519K Buy
5,547
+699
+14% +$62.7K 0.22% 142
2019
Q1 		$461K Buy
4,848
+1,528
+46% +$145K 0.21% 159
2018
Q4 		$286K Buy
3,320
+561
+20% +$54.8K 0.19% 135
2018
Q3 		$311K Buy
2,759
+173
+7% +$20K 0.19% 142
2018
Q2 		$290K Sell
2,586
-39
-1% -$4.38K 0.21% 134
2018
Q1 		$252K Buy
2,625
+753
+40% +$73.3K 0.26% 89
2017
Q4 		$189K Buy
+1,872
New +$178K 0.16% 91

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Inspire Investing's PSX Position: Q2 2020 in Review

Inspire Investing sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 6,435 shares — an estimated $345K sold.

Inspire Investing first reported a position in PSX in Q4 2017 and held it in 10 quarters. The position peaked at $554K in Q3 2019. 1,269 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

  • Inspire Investing reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
  • Inspire Investing sold 6,435 Phillips 66 shares in Q2 2020, an estimated $345K.
  • Inspire Investing first reported a position in Phillips 66 in Q4 2017 and held it in 10 quarters.
  • Inspire Investing's Phillips 66 position peaked at $554K in Q3 2019.
  • 1,269 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on Inspire Investing's 13F filing for Q2 2020, filed 12 Aug 2020.