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Ropes Wealth Advisors’s Phillips 66 PSX Stock Holding History

Ropes 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
-689
Closed -$48K – 648
2020
Q4 		$48K Sell
689
-190
-22% -$11.2K 0.01% 388
2020
Q3 		$46K Sell
879
-199
-18% -$12.1K 0.01% 347
2020
Q2 		$78K Buy
1,078
+116
+12% +$8.21K 0.02% 277
2020
Q1 		$52K Sell
962
-375
-28% -$30.5K 0.01% 283
2019
Q4 		$149K Sell
1,337
-1,599
-54% -$180K 0.03% 236
2019
Q3 		$301K Sell
2,936
-44
-1% -$4.41K 0.06% 181
2019
Q2 		$279K Buy
2,980
+1,216
+69% +$109K 0.06% 195
2019
Q1 		$168K Buy
1,764
+378
+27% +$35.9K 0.04% 233
2018
Q4 		$119K Hold
1,386
– – 0.03% 248
2018
Q3 		$156K Buy
1,386
+800
+137% +$92.5K 0.04% 240
2018
Q2 		$66K Hold
586
– – 0.02% 323
2018
Q1 		$56K Hold
586
– – 0.02% 324
2017
Q4 		$59K Sell
586
-649
-53% -$61.7K 0.02% 330
2017
Q3 		$113K Sell
1,235
-534
-30% -$45.2K 0.03% 257
2017
Q2 		$146K Sell
1,769
-106
-6% -$8.32K 0.04% 240
2017
Q1 		$149K Sell
1,875
-446
-19% -$35.9K 0.04% 236
2016
Q4 		$201K Buy
2,321
+552
+31% +$45.9K 0.06% 201
2016
Q3 		$142K Sell
1,769
-43
-2% -$3.34K 0.05% 219
2016
Q2 		$144K Sell
1,812
-560
-24% -$45.7K 0.05% 204
2016
Q1 		$205K Buy
2,372
+15
+0.6% +$1.22K 0.09% 147
2015
Q4 		$193K Hold
2,357
– – 0.08% 157
2015
Q3 		$181K Sell
2,357
-362
-13% -$28.8K 0.09% 138
2015
Q2 		$219K Buy
2,719
+700
+35% +$55.6K 0.12% 118
2015
Q1 		$159K Buy
+2,019
New +$148K 0.08% 140

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
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

Ropes Wealth Advisors's PSX Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Phillips 66 (PSX) in Q1 2021, closing a stake of 689 shares — an estimated $48K sold.

Ropes Wealth Advisors first reported a position in PSX in Q1 2015 and held it in 24 quarters. The position peaked at $301K in Q3 2019. 1,271 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Phillips 66 position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 689 Phillips 66 shares in Q1 2021, an estimated $48K.
  • Ropes Wealth Advisors first reported a position in Phillips 66 in Q1 2015 and held it in 24 quarters.
  • Ropes Wealth Advisors's Phillips 66 position peaked at $301K in Q3 2019.
  • 1,271 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.