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Price Wealth’s Phillips 66 PSX Stock Holding History

Price Wealth’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
Q3 		$75K Buy
+1,439
New +$87.8K 0.02% 115
2020
Q2 		– Sell
-34
Closed -$2K – 533
2020
Q1 		$2K Buy
34
+22
+183% +$1.79K ﹤0.01% 250
2019
Q4 		$1K Buy
+12
New +$1.35K ﹤0.01% 355
2018
Q3 		– Sell
-252
Closed -$28K – 378
2018
Q2 		$28K Buy
252
+145
+136% +$16.3K 0.01% 163
2018
Q1 		$10K Sell
107
-107
-50% -$10.4K 0.01% 165
2017
Q4 		$21K Buy
+214
New +$20.3K 0.01% 113

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Price Wealth's PSX Position: Q3 2020 in Review

Price Wealth opened a new position in Phillips 66 (PSX) in Q3 2020: 1,439 shares worth $75K. The stake represents 0.02% of the portfolio and ranks #115 among its holdings. This is a return to the name: Price Wealth previously reported a position in PSX as recently as Q1 2020.

Price Wealth first reported a position in PSX in Q4 2017 and has held it in 6 quarters since. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

  • Price Wealth held 1,439 shares of Phillips 66 worth $75K as of Q3 2020.
  • Phillips 66 was a new Price Wealth position in Q3 2020.
  • Phillips 66 made up 0.02% of Price Wealth's portfolio in Q3 2020, its #115 holding.
  • Price Wealth first reported a position in Phillips 66 in Q4 2017 and has held it in 6 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.