PVWM
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Point View Wealth Management’s Phillips 66 PSX Stock Holding History

Point View Wealth Management’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 		$446K Buy
6,371
+693
+12% +$40.7K 0.18% 169
2020
Q3 		$294K Buy
5,678
+1,161
+26% +$70.8K 0.14% 196
2020
Q2 		$325K Sell
4,517
-31
-0.7% -$2.19K 0.16% 179
2020
Q1 		$244K Buy
4,548
+3
+0.1% +$244 0.13% 193
2019
Q4 		$506K Sell
4,545
-224
-5% -$25.2K 0.21% 146
2019
Q3 		$488K Sell
4,769
-103
-2% -$10.3K 0.22% 143
2019
Q2 		$456K Hold
4,872
– – 0.19% 153
2019
Q1 		$464K Buy
4,872
+5
+0.1% +$475 0.21% 150
2018
Q4 		$419K Hold
4,867
– – 0.21% 145
2018
Q3 		$549K Sell
4,867
-74
-1% -$8.55K 0.24% 135
2018
Q2 		$555K Sell
4,941
-59
-1% -$6.63K 0.26% 131
2018
Q1 		$480K Sell
5,000
-285
-5% -$27.7K 0.23% 142
2017
Q4 		$535K Sell
5,285
-35
-0.7% -$3.33K 0.25% 134
2017
Q3 		$488K Sell
5,320
-313
-6% -$26.5K 0.23% 141
2017
Q2 		$466K Hold
5,633
– – 0.23% 148
2017
Q1 		$446K Buy
5,633
+389
+7% +$31.3K 0.23% 145
2016
Q4 		$453K Sell
5,244
-211
-4% -$17.5K 0.26% 138
2016
Q3 		$439K Sell
5,455
-127
-2% -$9.87K 0.26% 134
2016
Q2 		$443K Buy
5,582
+51
+0.9% +$4.17K 0.27% 126
2016
Q1 		$479K Sell
5,531
-108
-2% -$8.78K 0.31% 114
2015
Q4 		$461K Sell
5,639
-177
-3% -$15.3K 0.33% 107
2015
Q3 		$447K Buy
5,816
+1
+0% +$79 0.36% 100
2015
Q2 		$468K Buy
5,815
+54
+0.9% +$4.29K 0.36% 96
2015
Q1 		$453K Sell
5,761
-106
-2% -$7.78K 0.35% 103
2014
Q4 		$421K Sell
5,867
-173
-3% -$12.8K 0.31% 105
2014
Q3 		$491K Sell
6,040
-30
-0.5% -$2.5K 0.42% 88
2014
Q2 		$488K Sell
6,070
-67
-1% -$5.52K 0.42% 87
2014
Q1 		$473K Sell
6,137
-36
-0.6% -$2.74K 0.43% 84
2013
Q4 		$479K Buy
+6,173
New +$412K 0.45% 79

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
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

Point View Wealth Management's PSX Position: Q4 2020 in Review

Point View Wealth Management increased its Phillips 66 (PSX) stake by 12% in Q4 2020, buying an estimated $40.7K and bringing the position to 6,371 shares worth $446K. The position accounts for 0.18% of the portfolio, ranked #169.

Point View Wealth Management first reported a position in PSX in Q4 2013 and has held it in 29 quarters since. The position peaked at $555K in Q2 2018. 1,235 funds tracked by Wall St. Rank hold PSX as of Q4 2020.

  • Point View Wealth Management held 6,371 shares of Phillips 66 worth $446K as of Q4 2020.
  • Point View Wealth Management bought 693 Phillips 66 shares in Q4 2020, an estimated $40.7K.
  • Phillips 66 made up 0.18% of Point View Wealth Management's portfolio in Q4 2020, its #169 holding.
  • Point View Wealth Management first reported a position in Phillips 66 in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Phillips 66 position peaked at $555K in Q2 2018.
  • 1,235 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.