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MPS Loria Financial Planners’s Phillips 66 PSX Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-819
Closed -$66K – 459
2021
Q1 		$66K Hold
819
– – 0.03% 144
2020
Q4 		$57K Buy
819
+186
+29% +$10.9K 0.03% 150
2020
Q3 		$33K Hold
633
– – 0.02% 169
2020
Q2 		$46K Buy
+633
New +$44.8K 0.02% 148
2017
Q3 		– Sell
-633
Closed -$53K – 274
2017
Q2 		$53K Buy
+633
New +$49.7K 0.04% 145

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPS Loria Financial Planners's PSX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Phillips 66 (PSX) in Q2 2021, closing a stake of 819 shares — an estimated $66K sold.

MPS Loria Financial Planners first reported a position in PSX in Q2 2017 and held it in 5 quarters. The position peaked at $66K in Q1 2021. 1,324 funds tracked by Wall St. Rank hold PSX as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Phillips 66 position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 819 Phillips 66 shares in Q2 2021, an estimated $66K.
  • MPS Loria Financial Planners first reported a position in Phillips 66 in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Phillips 66 position peaked at $66K in Q1 2021.
  • 1,324 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.