LifePlan Financial Group’s Phillips 66 PSX Stock Holding History

LifePlan Financial Group’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 Q3	$12K	Hold	238	–	–	0.01%	395
2020 Q2	$17K	Hold	238	–	–	0.01%	360
2020 Q1	$13K	Hold	238	–	–	0.01%	369
2019 Q4	$27K	Hold	238	–	–	0.01%	310
2019 Q3	$24K	Hold	238	–	–	0.01%	327
2019 Q2	$22K	Hold	238	–	–	0.01%	331
2019 Q1	$23K	Hold	238	–	–	0.01%	335
2018 Q4	$21K	Hold	238	–	–	0.01%	324
2018 Q3	$27K	Hold	238	–	–	0.01%	306
2018 Q2	$27K	Hold	238	–	–	0.02%	305
2018 Q1	$23K	Buy	+238	New	+$23.2K	0.01%	303
2014 Q2	–	Sell	-275	Closed	-$21K	–	180
2014 Q1	$21K	Hold	275	–	–	0.02%	151
2013 Q4	$21K	Hold	275	–	–	0.01%	133
2013 Q3	$16K	Hold	275	–	–	0.01%	135
2013 Q2	$16K	Buy	+275	New	+$17.3K	0.02%	104

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

LifePlan Financial Group's PSX Position: Q3 2020 in Review

LifePlan Financial Group held its Phillips 66 (PSX) position steady in Q3 2020 at 238 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #395.

LifePlan Financial Group first reported a position in PSX in Q2 2013 and has held it in 15 quarters since. The position peaked at $27K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

LifePlan Financial Group held 238 shares of Phillips 66 worth $12K as of Q3 2020.
LifePlan Financial Group left its Phillips 66 share count unchanged in Q3 2020.
Phillips 66 made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #395 holding.
LifePlan Financial Group first reported a position in Phillips 66 in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Phillips 66 position peaked at $27K in Q4 2019.
1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.