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Narus Financial Partners’s Phillips 66 PSX Stock Holding History

Narus Financial Partners’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
2019
Q4 		$284K Sell
2,549
-65
-2% -$7.3K 0.2% 56
2019
Q3 		$268K Buy
2,614
+1
+0% +$100 0.2% 58
2019
Q2 		$244K Buy
+2,613
New +$234K 0.19% 62
2017
Q3 		$375K Buy
4,090
+1
+0% +$85 0.33% 45
2017
Q2 		$338K Buy
+4,089
New +$321K 0.31% 44

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Narus Financial Partners's PSX Position: Q4 2019 in Review

Narus Financial Partners reduced its Phillips 66 (PSX) stake by 2.5% in Q4 2019, selling an estimated $7.3K and leaving 2,549 shares worth $284K. The position accounts for 0.2% of the portfolio, ranked #56.

Narus Financial Partners first reported a position in PSX in Q2 2017 and has held it in 5 quarters since. The position peaked at $375K in Q3 2017. 1,538 funds tracked by Wall St. Rank hold PSX as of Q4 2019.

  • Narus Financial Partners held 2,549 shares of Phillips 66 worth $284K as of Q4 2019.
  • Narus Financial Partners sold 65 Phillips 66 shares in Q4 2019, an estimated $7.3K.
  • Phillips 66 made up 0.2% of Narus Financial Partners's portfolio in Q4 2019, its #56 holding.
  • Narus Financial Partners first reported a position in Phillips 66 in Q2 2017 and has held it in 5 quarters since.
  • Narus Financial Partners's Phillips 66 position peaked at $375K in Q3 2017.
  • 1,538 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2019.

Based on Narus Financial Partners's 13F filing for Q4 2019, filed 14 May 2024.