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TI-Trust’s Phillips 66 PSX Stock Holding History

TI-Trust’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
Q4 		$155K Buy
+1,394
New +$157K 0.15% 117

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TI-Trust's PSX Position: Q4 2019 in Review

TI-Trust opened a new position in Phillips 66 (PSX) in Q4 2019: 1,394 shares worth $155K. The stake represents 0.15% of the portfolio and ranks #117 among its holdings.

1,539 funds tracked by Wall St. Rank hold PSX as of Q4 2019.

  • TI-Trust held 1,394 shares of Phillips 66 worth $155K as of Q4 2019.
  • Phillips 66 was a new TI-Trust position in Q4 2019.
  • Phillips 66 made up 0.15% of TI-Trust's portfolio in Q4 2019, its #117 holding.
  • 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2019.

Based on TI-Trust's 13F filing for Q4 2019, filed 7 Feb 2020.