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Winch Advisory Services’s Phillips 66 PSX Stock Holding History

Winch Advisory Services’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
Q2 		– Sell
-69
Closed -$4K – 399
2020
Q1 		$4K Sell
69
-365
-84% -$29.7K ﹤0.01% 240
2019
Q4 		$48K Buy
434
+56
+15% +$6.29K 0.02% 118
2019
Q3 		$39K Buy
378
+3
+0.8% +$301 0.02% 118
2019
Q2 		$35K Sell
375
-45
-11% -$4.04K 0.02% 127
2019
Q1 		$40K Buy
420
+281
+202% +$26.7K 0.02% 126
2018
Q4 		$12K Buy
139
+116
+504% +$11.3K 0.01% 168
2018
Q3 		$3K Hold
23
– – ﹤0.01% 261
2018
Q2 		$3K Hold
23
– – ﹤0.01% 265
2018
Q1 		$2K Hold
23
– – ﹤0.01% 272
2017
Q4 		$2K Buy
23
+1
+5% +$95 ﹤0.01% 266
2017
Q3 		$2K Sell
22
-1,292
-98% -$109K ﹤0.01% 257
2017
Q2 		$109K Hold
1,314
– – 0.07% 87
2017
Q1 		$104K Buy
1,314
+1,292
+5,873% +$104K 0.07% 91
2016
Q4 		$2K Hold
22
– – ﹤0.01% 237
2016
Q3 		$2K Buy
22
+1
+5% +$78 ﹤0.01% 239
2016
Q2 		$2K Hold
21
– – ﹤0.01% 234
2016
Q1 		$2K Hold
21
– – ﹤0.01% 206
2015
Q4 		$2K Sell
21
-37
-64% -$3.19K ﹤0.01% 222
2015
Q3 		$4K Buy
58
+1
+2% +$79 0.01% 172
2015
Q2 		$5K Hold
57
– – ﹤0.01% 208
2015
Q1 		$4K Buy
+57
New +$4.18K ﹤0.01% 209
2014
Q4 		– Sell
-20
Closed -$2K – 151
2014
Q3 		$2K Sell
20
-7
-26% -$583 ﹤0.01% 205
2014
Q2 		$2K Hold
27
– – ﹤0.01% 234
2014
Q1 		$2K Buy
+27
New +$2.06K ﹤0.01% 249

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Winch Advisory Services's PSX Position: Q2 2020 in Review

Winch Advisory Services sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 69 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in PSX in Q1 2014 and held it in 24 quarters. The position peaked at $109K in Q2 2017. 1,270 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

  • Winch Advisory Services reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
  • Winch Advisory Services sold 69 Phillips 66 shares in Q2 2020, an estimated $4K.
  • Winch Advisory Services first reported a position in Phillips 66 in Q1 2014 and held it in 24 quarters.
  • Winch Advisory Services's Phillips 66 position peaked at $109K in Q2 2017.
  • 1,270 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on Winch Advisory Services's 13F filing for Q2 2020, filed 12 Aug 2020.