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Lucia Wealth Services’s Phillips 66 PSX Stock Holding History

Lucia Wealth Services’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
2018
Q2 		– Sell
-6,511
Closed -$625K – 224
2018
Q1 		$625K Buy
6,511
+2,963
+84% +$288K 0.2% 94
2017
Q4 		$359K Buy
+3,548
New +$337K 0.16% 99

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lucia Wealth Services's PSX Position: Q2 2018 in Review

Lucia Wealth Services sold out of Phillips 66 (PSX) in Q2 2018, closing a stake of 6,511 shares — an estimated $625K sold.

Lucia Wealth Services first reported a position in PSX in Q4 2017 and held it in 2 quarters. The position peaked at $625K in Q1 2018. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2018.

  • Lucia Wealth Services reported no remaining Phillips 66 position as of Q2 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 6,511 Phillips 66 shares in Q2 2018, an estimated $625K.
  • Lucia Wealth Services first reported a position in Phillips 66 in Q4 2017 and held it in 2 quarters.
  • Lucia Wealth Services's Phillips 66 position peaked at $625K in Q1 2018.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2018.

Based on Lucia Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.