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Lighthouse Financial Advisors’s Phillips 66 PSX Stock Holding History

Lighthouse Financial Advisors’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
-274
Closed -$30K – 218
2019
Q4 		$30K Buy
+274
New +$30.8K 0.01% 148

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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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lighthouse Financial Advisors's PSX Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 274 shares — an estimated $30K sold.

Lighthouse Financial Advisors first reported a position in PSX in Q4 2019 and held it in 1 quarter. The position peaked at $30K in Q4 2019. 1,222 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 274 Phillips 66 shares in Q1 2020, an estimated $30K.
  • Lighthouse Financial Advisors first reported a position in Phillips 66 in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Phillips 66 position peaked at $30K in Q4 2019.
  • 1,222 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.