WAM
PSX icon

Wealthspire Advisors (Maryland)’s Phillips 66 PSX Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$447K Sell
8,614
-150
-2% -$9.15K 0.02% 297
2020
Q2 		$630K Sell
8,764
-740
-8% -$52.4K 0.05% 218
2020
Q1 		$510K Sell
9,504
-2,798
-23% -$228K 0.04% 230
2019
Q4 		$1.37M Sell
12,302
-422
-3% -$47.4K 0.09% 130
2019
Q3 		$1.3M Buy
12,724
+3
+0% +$301 0.1% 119
2019
Q2 		$1.19M Buy
12,721
+718
+6% +$64.4K 0.09% 123
2019
Q1 		$1.14M Buy
12,003
+463
+4% +$44K 0.09% 122
2018
Q4 		$994K Sell
11,540
-51
-0.4% -$4.98K 0.09% 122
2018
Q3 		$1.31M Sell
11,591
-60
-0.5% -$6.94K 0.11% 109
2018
Q2 		$1.31M Buy
11,651
+38
+0.3% +$4.27K 0.12% 102
2018
Q1 		$1.11M Sell
11,613
-394
-3% -$38.4K 0.1% 114
2017
Q4 		$1.22M Buy
12,007
+3,784
+46% +$360K 0.12% 114
2017
Q3 		$753K Buy
8,223
+227
+3% +$19.2K 0.08% 163
2017
Q2 		$661K Buy
7,996
+765
+11% +$60.1K 0.08% 175
2017
Q1 		$573K Buy
7,231
+1,050
+17% +$84.6K 0.08% 161
2016
Q4 		$534K Sell
6,181
-31
-0.5% -$2.58K 0.08% 164
2016
Q3 		$500K Sell
6,212
-13
-0.2% -$1.01K 0.08% 176
2016
Q2 		$494K Buy
6,225
+28
+0.5% +$2.29K 0.08% 164
2016
Q1 		$537K Buy
6,197
+1,548
+33% +$126K 0.09% 144
2015
Q4 		$380K Buy
+4,649
New +$401K 0.07% 203

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wealthspire Advisors (Maryland)'s PSX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Phillips 66 (PSX) stake by 1.7% in Q3 2020, selling an estimated $9.15K and leaving 8,614 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #297.

Wealthspire Advisors (Maryland) first reported a position in PSX in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.37M in Q4 2019. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 8,614 shares of Phillips 66 worth $447K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 150 Phillips 66 shares in Q3 2020, an estimated $9.15K.
  • Phillips 66 made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #297 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Phillips 66 in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Phillips 66 position peaked at $1.37M in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.