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tru Independence’s Phillips 66 PSX Stock Holding History

tru Independence’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
-468
Closed -$33 – 611
2020
Q4 		$33 Buy
468
+268
+134% +$15.7K ﹤0.01% 513
2020
Q3 		$10K Sell
200
-2,042
-91% -$125K ﹤0.01% 281
2020
Q2 		$160 Sell
2,242
-40
-2% -$2.83K 0.02% 268
2020
Q1 		$123 Hold
2,282
– – 0.02% 233
2019
Q4 		$123K Buy
+2,282
New +$256K 0.02% 286

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

tru Independence's PSX Position: Q1 2021 in Review

tru Independence sold out of Phillips 66 (PSX) in Q1 2021, closing a stake of 468 shares — an estimated $33 sold.

tru Independence first reported a position in PSX in Q4 2019 and held it in 5 quarters. The position peaked at $123K in Q4 2019. 1,271 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

  • tru Independence reported no remaining Phillips 66 position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 468 Phillips 66 shares in Q1 2021, an estimated $33.
  • tru Independence first reported a position in Phillips 66 in Q4 2019 and held it in 5 quarters.
  • tru Independence's Phillips 66 position peaked at $123K in Q4 2019.
  • 1,271 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.