TIAM2
PSX icon

Tru Independence Asset Management 2’s Phillips 66 PSX Stock Holding History

Tru Independence Asset Management 2’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
2021
Q1 		– Sell
-937
Closed -$66K – 339
2020
Q4 		$66K Buy
+937
New +$55K 0.06% 151

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tru Independence Asset Management 2's PSX Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Phillips 66 (PSX) in Q1 2021, closing a stake of 937 shares — an estimated $66K sold.

Tru Independence Asset Management 2 first reported a position in PSX in Q4 2020 and held it in 1 quarter. The position peaked at $66K in Q4 2020. 1,272 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Phillips 66 position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 937 Phillips 66 shares in Q1 2021, an estimated $66K.
  • Tru Independence Asset Management 2 first reported a position in Phillips 66 in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Phillips 66 position peaked at $66K in Q4 2020.
  • 1,272 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.