TFA
PSX icon

Tobias Financial Advisors’s Phillips 66 PSX Stock Holding History

Tobias Financial Advisors’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
-37
Closed -$4K – 220
2019
Q4 		$4K Buy
+37
New +$4.16K ﹤0.01% 230

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tobias Financial Advisors's PSX Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 37 shares — an estimated $4K sold.

Tobias Financial Advisors first reported a position in PSX in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 37 Phillips 66 shares in Q1 2020, an estimated $4K.
  • Tobias Financial Advisors first reported a position in Phillips 66 in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Phillips 66 position peaked at $4K in Q4 2019.
  • 1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.