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Wealthstreet Investment Advisors’s Phillips 66 PSX Stock Holding History

Wealthstreet Investment Advisors’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
-2,711
Closed -$221K – 266
2021
Q1 		$221K Buy
+2,711
New +$213K 0.02% 341
2020
Q1 		– Sell
-2,339
Closed -$261K – 340
2019
Q4 		$261K Hold
2,339
– – 0.03% 305
2019
Q3 		$278K Sell
2,339
-100
-4% -$10K 0.04% 291
2019
Q2 		$228K Sell
2,439
-550
-18% -$49.3K 0.03% 318
2019
Q1 		$284K Hold
2,989
– – 0.04% 287
2018
Q4 		$276K Hold
2,989
– – 0.04% 276
2018
Q3 		$337K Hold
2,989
– – 0.04% 277
2018
Q2 		$336K Hold
2,989
– – 0.04% 272
2018
Q1 		$287K Sell
2,989
-406
-12% -$39.5K 0.04% 287
2017
Q4 		$343K Buy
+3,395
New +$323K 0.04% 275

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthstreet Investment Advisors's PSX Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Phillips 66 (PSX) in Q2 2021, closing a stake of 2,711 shares — an estimated $221K sold.

Wealthstreet Investment Advisors first reported a position in PSX in Q4 2017 and held it in 10 quarters. The position peaked at $343K in Q4 2017. 1,325 funds tracked by Wall St. Rank hold PSX as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Phillips 66 position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 2,711 Phillips 66 shares in Q2 2021, an estimated $221K.
  • Wealthstreet Investment Advisors first reported a position in Phillips 66 in Q4 2017 and held it in 10 quarters.
  • Wealthstreet Investment Advisors's Phillips 66 position peaked at $343K in Q4 2017.
  • 1,325 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.