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Polaris Wealth Advisory Group’s Phillips 66 PSX Stock Holding History

Polaris Wealth Advisory 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
2021
Q3 		– Sell
-110,888
Closed -$9.66M – 195
2021
Q2 		$9.66M Buy
+110,888
New +$9.36M 0.57% 50
2021
Q1 		– Sell
-153,701
Closed -$10.9M – 195
2020
Q4 		$10.9M Buy
+153,701
New +$9.02M 0.81% 43
2019
Q2 		– Sell
-270,596
Closed -$25.7M – 170
2019
Q1 		$25.7M Buy
270,596
+262,515
+3,249% +$25M 1.93% 16
2018
Q4 		$696K Buy
8,081
+7,231
+851% +$707K 0.07% 93
2018
Q3 		$96K Buy
+850
New +$98.3K 0.01% 198
2018
Q2 		– Sell
-850
Closed -$82K – 383
2018
Q1 		$82K Buy
+850
New +$82.7K 0.01% 185
2017
Q2 		– Sell
-5,002
Closed -$396K – 133
2017
Q1 		$396K Buy
5,002
+88
+2% +$7.09K 0.04% 88
2016
Q4 		$425K Buy
4,914
+490
+11% +$40.7K 0.05% 84
2016
Q3 		$356K Sell
4,424
-105
-2% -$8.16K 0.04% 87
2016
Q2 		$359K Sell
4,529
-341
-7% -$27.8K 0.06% 77
2016
Q1 		$422K Sell
4,870
-1,620
-25% -$132K 0.07% 78
2015
Q4 		$531K Sell
6,490
-715
-10% -$61.7K 0.09% 77
2015
Q3 		$554K Sell
7,205
-120
-2% -$9.54K 0.11% 52
2015
Q2 		$590K Buy
7,325
+400
+6% +$31.8K 0.12% 51
2015
Q1 		$544K Buy
+6,925
New +$508K 0.1% 61
2014
Q3 		– Sell
-30,750
Closed -$2.47M – 77
2014
Q2 		$2.47M Buy
30,750
+25,790
+520% +$2.12M 0.55% 29
2014
Q1 		$382K Buy
+4,960
New +$378K 0.09% 65

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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polaris Wealth Advisory Group's PSX Position: Q3 2021 in Review

Polaris Wealth Advisory Group sold out of Phillips 66 (PSX) in Q3 2021, closing a stake of 110,888 shares — an estimated $9.66M sold.

Polaris Wealth Advisory Group first reported a position in PSX in Q1 2014 and held it in 17 quarters. The position peaked at $25.7M in Q1 2019. 1,236 funds tracked by Wall St. Rank hold PSX as of Q3 2021.

  • Polaris Wealth Advisory Group reported no remaining Phillips 66 position as of Q3 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 110,888 Phillips 66 shares in Q3 2021, an estimated $9.66M.
  • Polaris Wealth Advisory Group first reported a position in Phillips 66 in Q1 2014 and held it in 17 quarters.
  • Polaris Wealth Advisory Group's Phillips 66 position peaked at $25.7M in Q1 2019.
  • 1,236 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2021, filed 18 Oct 2021.