Planning Solutions Group’s Phillips 66 PSX Stock Holding History

Planning Solutions 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
2019 Q2	–	Sell	-2,656	Closed	-$253K	–	143
2019 Q1	$253K	Buy	+2,656	New	+$252K	0.14%	111

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Planning Solutions Group's PSX Position: Q2 2019 in Review

Planning Solutions Group sold out of Phillips 66 (PSX) in Q2 2019, closing a stake of 2,656 shares — an estimated $253K sold.

Planning Solutions Group first reported a position in PSX in Q1 2019 and held it in 1 quarter. The position peaked at $253K in Q1 2019. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2019.

Planning Solutions Group reported no remaining Phillips 66 position as of Q2 2019 after selling out during the quarter.
Planning Solutions Group sold 2,656 Phillips 66 shares in Q2 2019, an estimated $253K.
Planning Solutions Group first reported a position in Phillips 66 in Q1 2019 and held it in 1 quarter.
Planning Solutions Group's Phillips 66 position peaked at $253K in Q1 2019.
1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.