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Raab & Moskowitz Asset Management’s Phillips 66 PSX Stock Holding History

Raab & Moskowitz Asset 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
Q1 		– Sell
-58
Closed -$6K – 417
2019
Q4 		$6K Buy
+58
New +$6.52K ﹤0.01% 437
2018
Q4 		– Sell
-154
Closed -$17K – 416
2018
Q3 		$17K Buy
+154
New +$17.8K 0.01% 367
2015
Q1 		– Sell
-302
Closed -$22K – 311
2014
Q4 		$22K Buy
+302
New +$22.3K 0.01% 264

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

Raab & Moskowitz Asset Management's PSX Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 58 shares — an estimated $6K sold.

Raab & Moskowitz Asset Management first reported a position in PSX in Q4 2014 and held it in 3 quarters. The position peaked at $22K in Q4 2014. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 58 Phillips 66 shares in Q1 2020, an estimated $6K.
  • Raab & Moskowitz Asset Management first reported a position in Phillips 66 in Q4 2014 and held it in 3 quarters.
  • Raab & Moskowitz Asset Management's Phillips 66 position peaked at $22K in Q4 2014.
  • 1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.