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Spectrum Financial Alliance’s Phillips 66 PSX Stock Holding History

Spectrum Financial Alliance’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
Q1 		– Sell
-100
Closed -$8K – 80
2018
Q4 		$8K Hold
100
– – 0.01% 71
2018
Q3 		$11K Hold
100
– – 0.01% 68
2018
Q2 		$11K Hold
100
– – 0.01% 67
2018
Q1 		$9K Buy
+100
New +$9.73K 0.01% 74

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Spectrum Financial Alliance's PSX Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Phillips 66 (PSX) in Q1 2019, closing a stake of 100 shares — an estimated $8K sold.

Spectrum Financial Alliance first reported a position in PSX in Q1 2018 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 1,400 funds tracked by Wall St. Rank hold PSX as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining Phillips 66 position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 100 Phillips 66 shares in Q1 2019, an estimated $8K.
  • Spectrum Financial Alliance first reported a position in Phillips 66 in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's Phillips 66 position peaked at $11K in Q3 2018.
  • 1,400 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.