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Paces Ferry Wealth Advisors’s Phillips 66 PSX Stock Holding History

Paces Ferry Wealth Advisors’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
Q4 		– Sell
-153
Closed -$8K – 864
2020
Q3 		$8K Buy
+153
New +$9.34K 0.01% 480

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State Street
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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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paces Ferry Wealth Advisors's PSX Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Phillips 66 (PSX) in Q4 2020, closing a stake of 153 shares — an estimated $8K sold.

Paces Ferry Wealth Advisors first reported a position in PSX in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 1,234 funds tracked by Wall St. Rank hold PSX as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Phillips 66 position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 153 Phillips 66 shares in Q4 2020, an estimated $8K.
  • Paces Ferry Wealth Advisors first reported a position in Phillips 66 in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Phillips 66 position peaked at $8K in Q3 2020.
  • 1,234 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.