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Lenox Wealth Management’s Phillips 66 PSX Stock Holding History

Lenox 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
2020
Q2 		$17K Hold
242
– – 0.01% 367
2020
Q1 		$12K Hold
242
– – ﹤0.01% 370
2019
Q4 		$27K Sell
242
-1,120
-82% -$126K 0.01% 328
2019
Q3 		$139K Buy
1,362
+77
+6% +$7.72K 0.04% 169
2019
Q2 		$120K Buy
1,285
+206
+19% +$18.5K 0.04% 171
2019
Q1 		$103K Sell
1,079
-3
-0.3% -$285 0.03% 174
2018
Q4 		$93K Buy
1,082
+18
+2% +$1.76K 0.03% 171
2018
Q3 		$120K Buy
1,064
+234
+28% +$27.1K 0.04% 178
2018
Q2 		$93K Buy
830
+203
+32% +$22.8K 0.03% 175
2018
Q1 		$60K Buy
627
+147
+31% +$14.3K 0.02% 192
2017
Q4 		$49K Sell
480
-253
-35% -$24.1K 0.01% 211
2017
Q3 		$67K Buy
733
+312
+74% +$26.4K 0.02% 195
2017
Q2 		$35K Buy
421
+22
+6% +$1.73K 0.01% 237
2017
Q1 		$32K Buy
399
+254
+175% +$20.5K 0.02% 118
2016
Q4 		$13K Buy
145
+66
+84% +$5.49K 0.01% 160
2016
Q3 		$6K Hold
79
– – ﹤0.01% 178
2016
Q2 		$6K Hold
79
– – ﹤0.01% 184
2016
Q1 		$7K Sell
79
-50
-39% -$4.06K ﹤0.01% 179
2015
Q4 		$11K Buy
129
+49
+61% +$4.23K 0.01% 167
2015
Q3 		$6K Hold
80
– – ﹤0.01% 122
2015
Q2 		$6K Hold
80
– – ﹤0.01% 129
2015
Q1 		$6K Hold
80
– – ﹤0.01% 132
2014
Q4 		$5K Hold
80
– – ﹤0.01% 141
2014
Q3 		$7K Hold
80
– – ﹤0.01% 136
2014
Q2 		$6K Buy
80
+11
+16% +$906 ﹤0.01% 140
2014
Q1 		$5K Hold
69
– – ﹤0.01% 162
2013
Q4 		$5K Buy
+69
New +$4.6K ﹤0.01% 161

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

Lenox Wealth Management's PSX Position: Q2 2020 in Review

Lenox Wealth Management held its Phillips 66 (PSX) position steady in Q2 2020 at 242 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #367.

Lenox Wealth Management first reported a position in PSX in Q4 2013 and has held it in 27 quarters since. The position peaked at $139K in Q3 2019. 1,269 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

  • Lenox Wealth Management held 242 shares of Phillips 66 worth $17K as of Q2 2020.
  • Lenox Wealth Management left its Phillips 66 share count unchanged in Q2 2020.
  • Phillips 66 made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #367 holding.
  • Lenox Wealth Management first reported a position in Phillips 66 in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Phillips 66 position peaked at $139K in Q3 2019.
  • 1,269 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.