WealthStone’s Phillips 66 PSX Stock Holding History

WealthStone’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 Q3	–	Sell	-410	Closed	-$38.4K	–	469
2019 Q2	$38.4K	Buy	+410	New	+$36.8K	0.02%	194

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthStone's PSX Position: Q3 2019 in Review

WealthStone sold out of Phillips 66 (PSX) in Q3 2019, closing a stake of 410 shares — an estimated $38.4K sold.

WealthStone first reported a position in PSX in Q2 2019 and held it in 1 quarter. The position peaked at $38.4K in Q2 2019. 1,389 funds tracked by Wall St. Rank hold PSX as of Q3 2019.

WealthStone reported no remaining Phillips 66 position as of Q3 2019 after selling out during the quarter.
WealthStone sold 410 Phillips 66 shares in Q3 2019, an estimated $38.4K.
WealthStone first reported a position in Phillips 66 in Q2 2019 and held it in 1 quarter.
WealthStone's Phillips 66 position peaked at $38.4K in Q2 2019.
1,389 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.