TRUE Private Wealth Advisors’s Phillips 66 PSX Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-135	Closed	-$9K	–	586
2020 Q4	$9K	Sell	135 -59	-30%	-$3.46K	﹤0.01%	548
2020 Q3	$10K	Hold	194	–	–	﹤0.01%	502
2020 Q2	$13K	Hold	194	–	–	﹤0.01%	453
2020 Q1	$10K	Hold	194	–	–	﹤0.01%	455
2019 Q4	$21K	Buy	+194	New	+$21.8K	﹤0.01%	479
2019 Q3	–	Sell	-286	Closed	-$26K	–	597
2019 Q2	$26K	Buy	+286	New	+$25.7K	﹤0.01%	422
2018 Q4	–	Sell	-1,629	Closed	-$184K	–	748
2018 Q3	$184K	Buy	+1,629	New	+$188K	0.03%	271

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

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

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

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

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

TRUE Private Wealth Advisors's PSX Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Phillips 66 (PSX) in Q1 2021, closing a stake of 135 shares — an estimated $9K sold.

TRUE Private Wealth Advisors first reported a position in PSX in Q3 2018 and held it in 7 quarters. The position peaked at $184K in Q3 2018. 1,271 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Phillips 66 position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 135 Phillips 66 shares in Q1 2021, an estimated $9K.
TRUE Private Wealth Advisors first reported a position in Phillips 66 in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Phillips 66 position peaked at $184K in Q3 2018.
1,271 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.