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Omnia Family Wealth’s Phillips 66 PSX Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-150
Closed -$14K – 413
2019
Q1 		$14K Buy
150
+118
+369% +$11.2K 0.01% 238
2018
Q4 		$3K Sell
32
-973
-97% -$95.1K ﹤0.01% 356
2018
Q3 		$113K Hold
1,005
– – 0.05% 114
2018
Q2 		$113K Buy
1,005
+973
+3,041% +$109K 0.05% 113
2018
Q1 		$3K Hold
32
– – ﹤0.01% 380
2017
Q4 		$3K Hold
32
– – ﹤0.01% 387
2017
Q3 		$3K Sell
32
-62
-66% -$5.25K ﹤0.01% 399
2017
Q2 		$8K Buy
+94
New +$7.38K ﹤0.01% 323
2017
Q1 		– Sell
-92
Closed -$8K – 762
2016
Q4 		$8K Buy
+92
New +$7.65K ﹤0.01% 318

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Omnia Family Wealth's PSX Position: Q2 2019 in Review

Omnia Family Wealth sold out of Phillips 66 (PSX) in Q2 2019, closing a stake of 150 shares — an estimated $14K sold.

Omnia Family Wealth first reported a position in PSX in Q4 2016 and held it in 9 quarters. The position peaked at $113K in Q3 2018. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2019.

  • Omnia Family Wealth reported no remaining Phillips 66 position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 150 Phillips 66 shares in Q2 2019, an estimated $14K.
  • Omnia Family Wealth first reported a position in Phillips 66 in Q4 2016 and held it in 9 quarters.
  • Omnia Family Wealth's Phillips 66 position peaked at $113K in Q3 2018.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.