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

Taylor Wealth Management Partners’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	-29	Closed	-$2K	–	101
2018 Q4	$2K	Hold	29	–	–	﹤0.01%	118
2018 Q3	$3K	Hold	29	–	–	﹤0.01%	128
2018 Q2	$3K	Hold	29	–	–	﹤0.01%	129
2018 Q1	$3K	Hold	29	–	–	﹤0.01%	124
2017 Q4	$3K	Hold	29	–	–	﹤0.01%	147
2017 Q3	$3K	Hold	29	–	–	﹤0.01%	151
2017 Q2	$2K	Hold	29	–	–	﹤0.01%	156
2017 Q1	$2K	Hold	29	–	–	﹤0.01%	154
2016 Q4	$3K	Hold	29	–	–	﹤0.01%	152
2016 Q3	$2K	Sell	29 -200	-87%	-$15.5K	﹤0.01%	147
2016 Q2	$18K	Hold	229	–	–	0.01%	107
2016 Q1	$20K	Hold	229	–	–	0.01%	98
2015 Q4	$19K	Hold	229	–	–	0.01%	98
2015 Q3	$18K	Hold	229	–	–	0.01%	104
2015 Q2	$18K	Hold	229	–	–	0.01%	134
2015 Q1	$18K	Buy	+229	New	+$16.8K	0.01%	122

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Taylor Wealth Management Partners's PSX Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Phillips 66 (PSX) in Q1 2019, closing a stake of 29 shares — an estimated $2K sold.

Taylor Wealth Management Partners first reported a position in PSX in Q1 2015 and held it in 16 quarters. The position peaked at $20K in Q1 2016. 1,400 funds tracked by Wall St. Rank hold PSX as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Phillips 66 position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 29 Phillips 66 shares in Q1 2019, an estimated $2K.
Taylor Wealth Management Partners first reported a position in Phillips 66 in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Phillips 66 position peaked at $20K in Q1 2016.
1,400 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.