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Rowland Carmichael Advisors’s Phillips 66 PSX Stock Holding History

Rowland Carmichael 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
2020
Q4 		– Sell
-4,959
Closed -$257K – 388
2020
Q3 		$257K Hold
4,959
– – 0.1% 229
2020
Q2 		$357K Hold
4,959
– – 0.15% 168
2020
Q1 		$266K Buy
+4,959
New +$404K 0.14% 187

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Rowland Carmichael Advisors's PSX Position: Q4 2020 in Review

Rowland Carmichael Advisors sold out of Phillips 66 (PSX) in Q4 2020, closing a stake of 4,959 shares — an estimated $257K sold.

Rowland Carmichael Advisors first reported a position in PSX in Q1 2020 and held it in 3 quarters. The position peaked at $357K in Q2 2020. 1,234 funds tracked by Wall St. Rank hold PSX as of Q4 2020.

  • Rowland Carmichael Advisors reported no remaining Phillips 66 position as of Q4 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 4,959 Phillips 66 shares in Q4 2020, an estimated $257K.
  • Rowland Carmichael Advisors first reported a position in Phillips 66 in Q1 2020 and held it in 3 quarters.
  • Rowland Carmichael Advisors's Phillips 66 position peaked at $357K in Q2 2020.
  • 1,234 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.