WESPAC Advisors SoCal’s Phillips 66 PSX Stock Holding History

WESPAC Advisors SoCal’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 Q2	–	Sell	-300	Closed	-$28K	–	244
2019 Q1	$28K	Hold	300	–	–	0.02%	144
2018 Q4	$25K	Hold	300	–	–	0.02%	159
2018 Q3	$33K	Buy	+300	New	+$34.7K	0.02%	149
2018 Q2	–	Sell	-300	Closed	-$28K	–	212
2018 Q1	$28K	Hold	300	–	–	0.02%	137
2017 Q4	$30K	Hold	300	–	–	0.02%	133
2017 Q3	$27K	Hold	300	–	–	0.02%	146
2017 Q2	$24K	Hold	300	–	–	0.02%	144
2017 Q1	$23.8K	Hold	300	–	–	0.01%	142
2016 Q4	$25.9K	Hold	300	–	–	0.02%	139
2016 Q3	$24.2K	Hold	300	–	–	0.02%	139
2016 Q2	$23.8K	Hold	300	–	–	0.02%	149
2016 Q1	$26K	Buy	+300	New	+$24.4K	0.02%	139

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

WESPAC Advisors SoCal's PSX Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Phillips 66 (PSX) in Q2 2019, closing a stake of 300 shares — an estimated $28K sold.

WESPAC Advisors SoCal first reported a position in PSX in Q1 2016 and held it in 12 quarters. The position peaked at $33K in Q3 2018. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Phillips 66 position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 300 Phillips 66 shares in Q2 2019, an estimated $28K.
WESPAC Advisors SoCal first reported a position in Phillips 66 in Q1 2016 and held it in 12 quarters.
WESPAC Advisors SoCal's Phillips 66 position peaked at $33K in Q3 2018.
1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.