Wealthcare Capital Management’s Phillips 66 PSX Stock Holding History

Wealthcare Capital Management’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	-84	Closed	-$7K	–	532
2021 Q1	$7K	Buy	+84	New	+$6.59K	﹤0.01%	325
2020 Q2	–	Sell	-65	Closed	-$3K	–	200
2020 Q1	$3K	Buy	65 +27	+71%	+$2.2K	﹤0.01%	216
2019 Q4	$4K	Buy	+38	New	+$4.27K	﹤0.01%	326
2019 Q3	–	Sell	-200	Closed	-$19K	–	195
2019 Q2	$19K	Hold	200	–	–	﹤0.01%	132
2019 Q1	$19K	Hold	200	–	–	﹤0.01%	140
2018 Q4	$17K	Hold	200	–	–	﹤0.01%	142
2018 Q3	$23K	Hold	200	–	–	﹤0.01%	129
2018 Q2	$22K	Hold	200	–	–	﹤0.01%	122
2018 Q1	$19K	Hold	200	–	–	﹤0.01%	120
2017 Q4	$20K	Hold	200	–	–	﹤0.01%	116
2017 Q3	$18K	Hold	200	–	–	﹤0.01%	117
2017 Q2	$17K	Hold	200	–	–	﹤0.01%	112
2017 Q1	$16K	Hold	200	–	–	﹤0.01%	115
2016 Q4	$17K	Hold	200	–	–	﹤0.01%	107
2016 Q3	$16K	Hold	200	–	–	﹤0.01%	108
2016 Q2	$16K	Hold	200	–	–	﹤0.01%	106
2016 Q1	$17K	Hold	200	–	–	﹤0.01%	113
2015 Q4	$16K	Hold	200	–	–	﹤0.01%	130
2015 Q3	$15K	Hold	200	–	–	﹤0.01%	143
2015 Q2	$16K	Sell	200 -603	-75%	-$47.9K	﹤0.01%	168
2015 Q1	$63K	Buy	+803	New	+$58.9K	0.01%	204

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

Wealthcare Capital Management's PSX Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Phillips 66 (PSX) in Q2 2021, closing a stake of 84 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in PSX in Q1 2015 and held it in 21 quarters. The position peaked at $63K in Q1 2015. 1,324 funds tracked by Wall St. Rank hold PSX as of Q2 2021.

Wealthcare Capital Management reported no remaining Phillips 66 position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 84 Phillips 66 shares in Q2 2021, an estimated $7K.
Wealthcare Capital Management first reported a position in Phillips 66 in Q1 2015 and held it in 21 quarters.
Wealthcare Capital Management's Phillips 66 position peaked at $63K in Q1 2015.
1,324 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.