MBE Wealth Management’s Phillips 66 PSX Stock Holding History

MBE 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	–	Sell	-736	Closed	-$39K	–	395
2020 Q1	$39K	Buy	+736	New	+$59.9K	0.04%	147

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

MBE Wealth Management sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 736 shares — an estimated $39K sold.

MBE Wealth Management first reported a position in PSX in Q1 2020 and held it in 1 quarter. The position peaked at $39K in Q1 2020. 1,269 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

MBE Wealth Management reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 736 Phillips 66 shares in Q2 2020, an estimated $39K.
MBE Wealth Management first reported a position in Phillips 66 in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Phillips 66 position peaked at $39K in Q1 2020.
1,269 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.