RWA
PSX icon

RGT Wealth Advisors’s Phillips 66 PSX Stock Holding History

RGT 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
2018
Q2 		– Sell
-2,316
Closed -$222K – 71
2018
Q1 		$222K Buy
2,316
+165
+8% +$16.1K 0.11% 94
2017
Q4 		$218K Sell
2,151
-121
-5% -$11.5K 0.12% 89
2017
Q3 		$208K Buy
+2,272
New +$192K 0.14% 87
2017
Q2 		– Sell
-3,037
Closed -$241K – 107
2017
Q1 		$241K Buy
+3,037
New +$245K 0.16% 78

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RGT Wealth Advisors's PSX Position: Q2 2018 in Review

RGT Wealth Advisors sold out of Phillips 66 (PSX) in Q2 2018, closing a stake of 2,316 shares — an estimated $222K sold.

RGT Wealth Advisors first reported a position in PSX in Q1 2017 and held it in 4 quarters. The position peaked at $241K in Q1 2017. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2018.

  • RGT Wealth Advisors reported no remaining Phillips 66 position as of Q2 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 2,316 Phillips 66 shares in Q2 2018, an estimated $222K.
  • RGT Wealth Advisors first reported a position in Phillips 66 in Q1 2017 and held it in 4 quarters.
  • RGT Wealth Advisors's Phillips 66 position peaked at $241K in Q1 2017.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2018.

Based on RGT Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.