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Keystone Financial Group (Kentucky)’s Phillips 66 PSX Stock Holding History

Keystone Financial Group (Kentucky)’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
-2,015
Closed -$224K – 239
2019
Q4 		$224K Buy
+2,015
New +$226K 0.06% 225

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Keystone Financial Group (Kentucky)'s PSX Position: Q1 2020 in Review

Keystone Financial Group (Kentucky) sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 2,015 shares — an estimated $224K sold.

Keystone Financial Group (Kentucky) first reported a position in PSX in Q4 2019 and held it in 1 quarter. The position peaked at $224K in Q4 2019. 1,222 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • Keystone Financial Group (Kentucky) reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 2,015 Phillips 66 shares in Q1 2020, an estimated $224K.
  • Keystone Financial Group (Kentucky) first reported a position in Phillips 66 in Q4 2019 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s Phillips 66 position peaked at $224K in Q4 2019.
  • 1,222 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2020, filed 5 May 2020.