Stuart Chaussee & Associates’s Phillips 66 PSX Stock Holding History

Stuart Chaussee & Associates’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 Q1	–	Sell	-163	Closed	-$18K	–	111
2019 Q4	$18K	Hold	163	–	–	0.01%	65
2019 Q3	$17K	Hold	163	–	–	0.01%	68
2019 Q2	$15K	Hold	163	–	–	0.01%	74
2019 Q1	$16K	Hold	163	–	–	0.01%	71
2018 Q4	$14K	Hold	163	–	–	0.01%	58
2018 Q3	$18K	Hold	163	–	–	0.01%	72
2018 Q2	$18K	Buy	+163	New	+$18.3K	0.01%	74
2016 Q4	–	Sell	-168	Closed	-$14K	–	80
2016 Q3	$14K	Hold	168	–	–	0.01%	58
2016 Q2	$13K	Hold	168	–	–	0.01%	57
2016 Q1	$14K	Sell	168 -53	-24%	-$4.31K	0.01%	59
2015 Q4	$18K	Buy	+221	New	+$19.1K	0.02%	51

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stuart Chaussee & Associates's PSX Position: Q1 2020 in Review

Stuart Chaussee & Associates sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 163 shares — an estimated $18K sold.

Stuart Chaussee & Associates first reported a position in PSX in Q4 2015 and held it in 11 quarters. The position peaked at $18K in Q4 2019. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

Stuart Chaussee & Associates reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
Stuart Chaussee & Associates sold 163 Phillips 66 shares in Q1 2020, an estimated $18K.
Stuart Chaussee & Associates first reported a position in Phillips 66 in Q4 2015 and held it in 11 quarters.
Stuart Chaussee & Associates's Phillips 66 position peaked at $18K in Q4 2019.
1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2020, filed 14 May 2020.