WealthOne’s Phillips 66 PSX Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-519	Closed	-$45K	–	422
2018 Q4	$45K	Buy	+519	New	+$50.7K	0.04%	184

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthOne's PSX Position: Q1 2019 in Review

WealthOne sold out of Phillips 66 (PSX) in Q1 2019, closing a stake of 519 shares — an estimated $45K sold.

WealthOne first reported a position in PSX in Q4 2018 and held it in 1 quarter. The position peaked at $45K in Q4 2018. 1,400 funds tracked by Wall St. Rank hold PSX as of Q1 2019.

WealthOne reported no remaining Phillips 66 position as of Q1 2019 after selling out during the quarter.
WealthOne sold 519 Phillips 66 shares in Q1 2019, an estimated $45K.
WealthOne first reported a position in Phillips 66 in Q4 2018 and held it in 1 quarter.
WealthOne's Phillips 66 position peaked at $45K in Q4 2018.
1,400 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.