Taylor Hoffman Wealth Management’s Phillips 66 PSX Stock Holding History

Taylor Hoffman Wealth Management’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	-110	Closed	-$12K	–	310
2019 Q4	$12K	Sell	110 -16	-13%	-$1.8K	0.01%	301
2019 Q3	$13K	Hold	126	–	–	0.01%	290
2019 Q2	$12K	Hold	126	–	–	0.01%	275
2019 Q1	$12K	Hold	126	–	–	0.01%	277
2018 Q4	$11K	Hold	126	–	–	0.01%	277
2018 Q3	$14K	Hold	126	–	–	0.01%	262
2018 Q2	$14K	Hold	126	–	–	0.01%	247
2018 Q1	$12K	Hold	126	–	–	0.01%	265
2017 Q4	$13K	Buy	+126	New	+$12K	0.01%	270

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

Taylor Hoffman Wealth Management's PSX Position: Q1 2020 in Review

Taylor Hoffman Wealth Management sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 110 shares — an estimated $12K sold.

Taylor Hoffman Wealth Management first reported a position in PSX in Q4 2017 and held it in 9 quarters. The position peaked at $14K in Q3 2018. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

Taylor Hoffman Wealth Management reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 110 Phillips 66 shares in Q1 2020, an estimated $12K.
Taylor Hoffman Wealth Management first reported a position in Phillips 66 in Q4 2017 and held it in 9 quarters.
Taylor Hoffman Wealth Management's Phillips 66 position peaked at $14K in Q3 2018.
1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.