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NewFocus Financial Group’s Phillips 66 PSX Stock Holding History

NewFocus Financial 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
Q3 		– Sell
-17,191
Closed -$1.24M – 118
2020
Q2 		$1.24M Buy
+17,191
New +$1.22M 0.44% 50

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Aristotle Capital Management
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JP Morgan Chase
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Geode Capital Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewFocus Financial Group's PSX Position: Q3 2020 in Review

NewFocus Financial Group sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 17,191 shares — an estimated $1.24M sold.

NewFocus Financial Group first reported a position in PSX in Q2 2020 and held it in 1 quarter. The position peaked at $1.24M in Q2 2020. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

  • NewFocus Financial Group reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
  • NewFocus Financial Group sold 17,191 Phillips 66 shares in Q3 2020, an estimated $1.24M.
  • NewFocus Financial Group first reported a position in Phillips 66 in Q2 2020 and held it in 1 quarter.
  • NewFocus Financial Group's Phillips 66 position peaked at $1.24M in Q2 2020.
  • 1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on NewFocus Financial Group's 13F filing for Q3 2020, filed 26 Oct 2020.