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Regent Peak Wealth Advisors’s Phillips 66 PSX Stock Holding History

Regent Peak Wealth Advisors’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
Q1 		– Sell
-480
Closed -$34K – 774
2020
Q4 		$34K Buy
+480
New +$28.2K 0.01% 362

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's PSX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Phillips 66 (PSX) in Q1 2021, closing a stake of 480 shares — an estimated $34K sold.

Regent Peak Wealth Advisors first reported a position in PSX in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 1,271 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Phillips 66 position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 480 Phillips 66 shares in Q1 2021, an estimated $34K.
  • Regent Peak Wealth Advisors first reported a position in Phillips 66 in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Phillips 66 position peaked at $34K in Q4 2020.
  • 1,271 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.