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

BlackRock New York $5.7T 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 $501B AUM 22.01% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

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

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management

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

Barrow, Hanley, Mewhinney & Strauss

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

Bank of America

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