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SNS Financial Group’s Phillips 66 PSX Stock Holding History

SNS Financial Group’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
2019
Q4 		– Sell
-2,321
Closed -$238K – 229
2019
Q3 		$238K Sell
2,321
-12,281
-84% -$1.23M 0.05% 170
2019
Q2 		$1.37M Buy
+14,602
New +$1.31M 0.26% 65

Other funds holding PSX

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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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SNS Financial Group's PSX Position: Q4 2019 in Review

SNS Financial Group sold out of Phillips 66 (PSX) in Q4 2019, closing a stake of 2,321 shares — an estimated $238K sold.

SNS Financial Group first reported a position in PSX in Q2 2019 and held it in 2 quarters. The position peaked at $1.37M in Q2 2019. 1,538 funds tracked by Wall St. Rank hold PSX as of Q4 2019.

  • SNS Financial Group reported no remaining Phillips 66 position as of Q4 2019 after selling out during the quarter.
  • SNS Financial Group sold 2,321 Phillips 66 shares in Q4 2019, an estimated $238K.
  • SNS Financial Group first reported a position in Phillips 66 in Q2 2019 and held it in 2 quarters.
  • SNS Financial Group's Phillips 66 position peaked at $1.37M in Q2 2019.
  • 1,538 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2019.

Based on SNS Financial Group's 13F filing for Q4 2019, filed 7 Feb 2020.