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Towerpoint Wealth’s Phillips 66 PSX Stock Holding History

Towerpoint Wealth’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
Q2 		– Sell
-16,736
Closed -$32K – 69
2020
Q1 		$32K Hold
16,736
– – 0.03% 59
2019
Q4 		$48K Hold
16,736
– – 0.03% 58
2019
Q3 		$46K Hold
16,736
– – 0.03% 67
2019
Q2 		$46K Buy
+16,736
New +$1.5M 0.03% 54

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Towerpoint Wealth's PSX Position: Q2 2020 in Review

Towerpoint Wealth sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 16,736 shares — an estimated $32K sold.

Towerpoint Wealth first reported a position in PSX in Q2 2019 and held it in 4 quarters. The position peaked at $48K in Q4 2019. 1,270 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

  • Towerpoint Wealth reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
  • Towerpoint Wealth sold 16,736 Phillips 66 shares in Q2 2020, an estimated $32K.
  • Towerpoint Wealth first reported a position in Phillips 66 in Q2 2019 and held it in 4 quarters.
  • Towerpoint Wealth's Phillips 66 position peaked at $48K in Q4 2019.
  • 1,270 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on Towerpoint Wealth's 13F filing for Q2 2020, filed 7 Aug 2020.