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Private Wealth Advisors (Pennsylvania)’s Phillips 66 PSX Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q1 		– Sell
-13,065
Closed -$1.26M – 120
2019
Q4 		$1.26M Buy
13,065
+384
+3% +$43.1K 0.67% 45
2019
Q3 		$1.3M Sell
12,681
-3,525
-22% -$353K 0.66% 46
2019
Q2 		$1.52M Sell
16,206
-1,633
-9% -$147K 0.54% 51
2019
Q1 		$1.7M Sell
17,839
-59
-0.3% -$5.61K 0.63% 46
2018
Q4 		$1.54M Sell
17,898
-1,290
-7% -$126K 0.67% 43
2018
Q3 		$2.16M Buy
19,188
+1
+0% +$116 0.8% 38
2018
Q2 		$2.15M Sell
19,187
-442
-2% -$49.7K 0.86% 36
2018
Q1 		$1.88M Sell
19,629
-213
-1% -$20.7K 0.75% 39
2017
Q4 		$2.01M Sell
19,842
-379
-2% -$36K 0.78% 41
2017
Q3 		$1.85M Sell
20,221
-244
-1% -$20.7K 0.76% 43
2017
Q2 		$1.69M Buy
20,465
+2,396
+13% +$188K 0.72% 42
2017
Q1 		$1.43M Buy
18,069
+1,735
+11% +$140K 0.64% 47
2016
Q4 		$1.41M Sell
16,334
-1,379
-8% -$115K 0.66% 48
2016
Q3 		$1.43M Buy
17,713
+866
+5% +$67.3K 0.68% 44
2016
Q2 		$1.34M Sell
16,847
-2,186
-11% -$179K 0.66% 46
2016
Q1 		$1.65M Buy
19,033
+2,401
+14% +$195K 0.88% 38
2015
Q4 		$1.36M Buy
16,632
+2,447
+17% +$211K 0.77% 42
2015
Q3 		$1.09M Buy
14,185
+1,556
+12% +$124K 0.55% 53
2015
Q2 		$1.02M Buy
12,629
+3,965
+46% +$315K 0.46% 62
2015
Q1 		$681K Buy
+8,664
New +$636K 0.32% 76

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s PSX Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 13,065 shares — an estimated $1.26M sold.

Private Wealth Advisors (Pennsylvania) first reported a position in PSX in Q1 2015 and held it in 20 quarters. The position peaked at $2.16M in Q3 2018. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • Private Wealth Advisors (Pennsylvania) reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 13,065 Phillips 66 shares in Q1 2020, an estimated $1.26M.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Phillips 66 in Q1 2015 and held it in 20 quarters.
  • Private Wealth Advisors (Pennsylvania)'s Phillips 66 position peaked at $2.16M in Q3 2018.
  • 1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.