TRUADVICE’s Phillips 66 PSX Stock Holding History

TRUADVICE’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 Q2	–	Sell	-3,510	Closed	-$285K	–	321
2021 Q1	$285K	Sell	3,510 -453	-11%	-$35.5K	0.08%	210
2020 Q4	$282K	Buy	+3,963	New	+$233K	0.09%	212

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRUADVICE's PSX Position: Q2 2021 in Review

TRUADVICE sold out of Phillips 66 (PSX) in Q2 2021, closing a stake of 3,510 shares — an estimated $285K sold.

TRUADVICE first reported a position in PSX in Q4 2020 and held it in 2 quarters. The position peaked at $285K in Q1 2021. 1,324 funds tracked by Wall St. Rank hold PSX as of Q2 2021.

TRUADVICE reported no remaining Phillips 66 position as of Q2 2021 after selling out during the quarter.
TRUADVICE sold 3,510 Phillips 66 shares in Q2 2021, an estimated $285K.
TRUADVICE first reported a position in Phillips 66 in Q4 2020 and held it in 2 quarters.
TRUADVICE's Phillips 66 position peaked at $285K in Q1 2021.
1,324 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2021.

Based on TRUADVICE's 13F filing for Q2 2021, filed 28 Jul 2021.