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MainStreet Investment Advisors’s Phillips 66 PSX Stock Holding History

MainStreet Investment 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
Q3 		– Sell
-5,215
Closed -$375K – 221
2020
Q2 		$375K Buy
+5,215
New +$369K 0.03% 198
2020
Q1 		– Sell
-2,190
Closed -$243K – 272
2019
Q4 		$243K Sell
2,190
-16
-0.7% -$1.8K 0.03% 171
2019
Q3 		$225K Sell
2,206
-1,515
-41% -$152K 0.03% 158
2019
Q2 		$348K Buy
+3,721
New +$334K 0.05% 134
2019
Q1 		– Sell
-3,535
Closed -$305K – 147
2018
Q4 		$305K Buy
3,535
+371
+12% +$36.3K 0.05% 126
2018
Q3 		$357K Sell
3,164
-138
-4% -$16K 0.05% 127
2018
Q2 		$371K Sell
3,302
-90
-3% -$10.1K 0.05% 121
2018
Q1 		$325K Buy
3,392
+75
+2% +$7.3K 0.05% 127
2017
Q4 		$336K Buy
+3,317
New +$315K 0.05% 125

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

MainStreet Investment Advisors's PSX Position: Q3 2020 in Review

MainStreet Investment Advisors sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 5,215 shares — an estimated $375K sold.

MainStreet Investment Advisors first reported a position in PSX in Q4 2017 and held it in 9 quarters. The position peaked at $375K in Q2 2020. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

  • MainStreet Investment Advisors reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
  • MainStreet Investment Advisors sold 5,215 Phillips 66 shares in Q3 2020, an estimated $375K.
  • MainStreet Investment Advisors first reported a position in Phillips 66 in Q4 2017 and held it in 9 quarters.
  • MainStreet Investment Advisors's Phillips 66 position peaked at $375K in Q2 2020.
  • 1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on MainStreet Investment Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.