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Shine Investment Advisory Services’s Phillips 66 PSX Stock Holding History

Shine Investment Advisory Services’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
Q3 		$6K Hold
125
– – ﹤0.01% 613
2020
Q2 		$9K Hold
125
– – ﹤0.01% 572
2020
Q1 		$7K Sell
125
-36
-22% -$2.93K ﹤0.01% 565
2019
Q4 		$18K Buy
161
+125
+347% +$14K 0.01% 490
2019
Q3 		$4K Hold
36
– – ﹤0.01% 672
2019
Q2 		$3K Hold
36
– – ﹤0.01% 651
2019
Q1 		$3K Hold
36
– – ﹤0.01% 660
2018
Q4 		$3K Hold
36
– – ﹤0.01% 642
2018
Q3 		$4K Hold
36
– – ﹤0.01% 618
2018
Q2 		$4K Hold
36
– – ﹤0.01% 622
2018
Q1 		$3K Hold
36
– – ﹤0.01% 621
2017
Q4 		$4K Hold
36
– – ﹤0.01% 617
2017
Q3 		$3K Sell
36
-50
-58% -$4.24K ﹤0.01% 632
2017
Q2 		$7K Buy
+86
New +$6.75K ﹤0.01% 576

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Shine Investment Advisory Services's PSX Position: Q3 2020 in Review

Shine Investment Advisory Services held its Phillips 66 (PSX) position steady in Q3 2020 at 125 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Shine Investment Advisory Services first reported a position in PSX in Q2 2017 and has held it in 14 quarters since. The position peaked at $18K in Q4 2019. 1,130 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

  • Shine Investment Advisory Services held 125 shares of Phillips 66 worth $6K as of Q3 2020.
  • Shine Investment Advisory Services left its Phillips 66 share count unchanged in Q3 2020.
  • Phillips 66 made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #613 holding.
  • Shine Investment Advisory Services first reported a position in Phillips 66 in Q2 2017 and has held it in 14 quarters since.
  • Shine Investment Advisory Services's Phillips 66 position peaked at $18K in Q4 2019.
  • 1,130 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.