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True Link Financial Advisors’s Phillips 66 PSX Stock Holding History

True Link 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
2022
Q1 		– Sell
-26
Closed -$2K – 239
2021
Q4 		$2K Hold
26
– – ﹤0.01% 728
2021
Q3 		$2K Hold
26
– – ﹤0.01% 748
2021
Q2 		$2K Hold
26
– – ﹤0.01% 683
2021
Q1 		$2K Hold
26
– – ﹤0.01% 681
2020
Q4 		$2K Buy
+26
New +$1.53K ﹤0.01% 682

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

True Link Financial Advisors's PSX Position: Q1 2022 in Review

True Link Financial Advisors sold out of Phillips 66 (PSX) in Q1 2022, closing a stake of 26 shares — an estimated $2K sold.

True Link Financial Advisors first reported a position in PSX in Q4 2020 and held it in 5 quarters. The position peaked at $2K in Q4 2021. 1,450 funds tracked by Wall St. Rank hold PSX as of Q1 2022.

  • True Link Financial Advisors reported no remaining Phillips 66 position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 26 Phillips 66 shares in Q1 2022, an estimated $2K.
  • True Link Financial Advisors first reported a position in Phillips 66 in Q4 2020 and held it in 5 quarters.
  • True Link Financial Advisors's Phillips 66 position peaked at $2K in Q4 2021.
  • 1,450 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.