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Wealth Advisors of Tampa Bay’s Phillips 66 PSX Stock Holding History

Wealth Advisors of Tampa Bay’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
-8,800
Closed -$456K – 74
2020
Q3 		$456K Hold
8,800
– – 0.34% 63
2020
Q2 		$633K Sell
8,800
-60
-0.7% -$4.25K 0.53% 52
2020
Q1 		$475K Hold
8,860
– – 0.53% 49
2019
Q4 		$987K Hold
8,860
– – 0.91% 39
2019
Q3 		$907K Hold
8,860
– – 0.75% 46
2019
Q2 		$829K Buy
+8,860
New +$795K 0.6% 51

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

Wealth Advisors of Tampa Bay's PSX Position: Q4 2020 in Review

Wealth Advisors of Tampa Bay sold out of Phillips 66 (PSX) in Q4 2020, closing a stake of 8,800 shares — an estimated $456K sold.

Wealth Advisors of Tampa Bay first reported a position in PSX in Q2 2019 and held it in 6 quarters. The position peaked at $987K in Q4 2019. 1,235 funds tracked by Wall St. Rank hold PSX as of Q4 2020.

  • Wealth Advisors of Tampa Bay reported no remaining Phillips 66 position as of Q4 2020 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 8,800 Phillips 66 shares in Q4 2020, an estimated $456K.
  • Wealth Advisors of Tampa Bay first reported a position in Phillips 66 in Q2 2019 and held it in 6 quarters.
  • Wealth Advisors of Tampa Bay's Phillips 66 position peaked at $987K in Q4 2019.
  • 1,235 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2020.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2020, filed 22 Jan 2021.