Lake Point Wealth Management’s Phillips 66 PSX Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$3K	Sell	35 -137	-80%	-$12.7K	﹤0.01%	289
2022 Q1	$15K	Hold	172	–	–	0.01%	132
2021 Q4	$12K	Sell	172 -9	-5%	-$680	0.01%	160
2021 Q3	$13K	Hold	181	–	–	0.01%	139
2021 Q2	$16K	Buy	+181	New	+$15.3K	0.01%	138
2020 Q1	$11K	Hold	206	–	–	0.01%	104
2019 Q4	$23K	Buy	+206	New	+$23.1K	0.01%	196
2019 Q2	$16K	Hold	171	–	–	0.01%	272
2019 Q1	$16K	Hold	171	–	–	0.01%	272
2018 Q4	$15K	Buy	+171	New	+$16.7K	0.01%	393

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lake Point Wealth Management's PSX Position: Q2 2022 in Review

Lake Point Wealth Management reduced its Phillips 66 (PSX) stake by 80% in Q2 2022, selling an estimated $12.7K and leaving 35 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Lake Point Wealth Management first reported a position in PSX in Q4 2018 and has held it in 10 quarters since. The position peaked at $23K in Q4 2019. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

Lake Point Wealth Management held 35 shares of Phillips 66 worth $3K as of Q2 2022.
Lake Point Wealth Management sold 137 Phillips 66 shares in Q2 2022, an estimated $12.7K.
Phillips 66 made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #289 holding.
Lake Point Wealth Management first reported a position in Phillips 66 in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Phillips 66 position peaked at $23K in Q4 2019.
1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.