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Verus Financial Partners’s Phillips 66 PSX Stock Holding History

Verus Financial Partners’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
2020
Q4 		– Sell
-5,554
Closed -$288K – 163
2020
Q3 		$288K Buy
+5,554
New +$339K 0.11% 122

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Verus Financial Partners's PSX Position: Q4 2020 in Review

Verus Financial Partners sold out of Phillips 66 (PSX) in Q4 2020, closing a stake of 5,554 shares — an estimated $288K sold.

Verus Financial Partners first reported a position in PSX in Q3 2020 and held it in 1 quarter. The position peaked at $288K in Q3 2020. 1,234 funds tracked by Wall St. Rank hold PSX as of Q4 2020.

  • Verus Financial Partners reported no remaining Phillips 66 position as of Q4 2020 after selling out during the quarter.
  • Verus Financial Partners sold 5,554 Phillips 66 shares in Q4 2020, an estimated $288K.
  • Verus Financial Partners first reported a position in Phillips 66 in Q3 2020 and held it in 1 quarter.
  • Verus Financial Partners's Phillips 66 position peaked at $288K in Q3 2020.
  • 1,234 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.