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New England Investment & Retirement Group’s Phillips 66 PSX Stock Holding History

New England Investment & Retirement Group’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
-100
Closed -$5K – 175
2020
Q1 		$5K Buy
+100
New +$8.14K ﹤0.01% 164

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Wellington Management Group
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Geode Capital Management
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Bank of America
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Bank of New York Mellon
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New England Investment & Retirement Group's PSX Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 100 shares — an estimated $5K sold.

New England Investment & Retirement Group first reported a position in PSX in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 1,270 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 100 Phillips 66 shares in Q2 2020, an estimated $5K.
  • New England Investment & Retirement Group first reported a position in Phillips 66 in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's Phillips 66 position peaked at $5K in Q1 2020.
  • 1,270 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.