Squar Milner Financial Services’s Phillips 66 PSX Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-1,575	Closed	-$84K	–	573
2020 Q1	$84K	Sell	1,575 -54	-3%	-$4.39K	0.05%	300
2019 Q4	$181K	Buy	+1,629	New	+$183K	0.09%	216
2019 Q3	–	Sell	-1,201	Closed	-$112K	–	582
2019 Q2	$112K	Hold	1,201	–	–	0.08%	260
2019 Q1	$114K	Hold	1,201	–	–	0.08%	243
2018 Q4	$103K	Buy	1,201 +72	+6%	+$7.04K	0.1%	218
2018 Q3	$127K	Sell	1,129 -999	-47%	-$115K	0.11%	214
2018 Q2	$239K	Hold	2,128	–	–	0.21%	129
2018 Q1	$204K	Hold	2,128	–	–	0.26%	150
2017 Q4	$222K	Buy	+2,128	New	+$202K	0.27%	132

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Squar Milner Financial Services's PSX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 1,575 shares — an estimated $84K sold.

Squar Milner Financial Services first reported a position in PSX in Q4 2017 and held it in 9 quarters. The position peaked at $239K in Q2 2018. 1,270 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

Squar Milner Financial Services reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,575 Phillips 66 shares in Q2 2020, an estimated $84K.
Squar Milner Financial Services first reported a position in Phillips 66 in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's Phillips 66 position peaked at $239K in Q2 2018.
1,270 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.