Pinnacle Wealth Advisors’s Phillips 66 PSX Stock Holding History

Pinnacle 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
2021 Q2	$436K	Buy	+5,083	New	+$429K	0.02%	277

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Advisors's PSX Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Phillips 66 (PSX) in Q2 2021: 5,083 shares worth $436K. The stake represents 0.02% of the portfolio and ranks #277 among its holdings.

1,324 funds tracked by Wall St. Rank hold PSX as of Q2 2021.

Pinnacle Wealth Advisors held 5,083 shares of Phillips 66 worth $436K as of Q2 2021.
Phillips 66 was a new Pinnacle Wealth Advisors position in Q2 2021.
Phillips 66 made up 0.02% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #277 holding.
1,324 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.