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ShoreHaven Wealth Partners’s Phillips 66 PSX Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-18
Closed -$2K – 208
2021
Q1 		$2K Sell
18
-5
-22% -$392 ﹤0.01% 261
2020
Q4 		$2K Buy
+23
New +$1.35K ﹤0.01% 228

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ShoreHaven Wealth Partners's PSX Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Phillips 66 (PSX) in Q2 2021, closing a stake of 18 shares — an estimated $2K sold.

ShoreHaven Wealth Partners first reported a position in PSX in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 1,325 funds tracked by Wall St. Rank hold PSX as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Phillips 66 position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 18 Phillips 66 shares in Q2 2021, an estimated $2K.
  • ShoreHaven Wealth Partners first reported a position in Phillips 66 in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Phillips 66 position peaked at $2K in Q1 2021.
  • 1,325 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.