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YorkBridge Wealth Partners’s Phillips 66 PSX Stock Holding History

YorkBridge Wealth Partners’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
Q1 		– Sell
-2,546
Closed -$284K – 174
2019
Q4 		$284K Sell
2,546
-22
-0.9% -$2.47K 0.13% 147
2019
Q3 		$263K Sell
2,568
-1,344
-34% -$135K 0.13% 145
2019
Q2 		$366K Sell
3,912
-337
-8% -$30.2K 0.16% 120
2019
Q1 		$404K Buy
4,249
+45
+1% +$4.28K 0.19% 111
2018
Q4 		$362K Buy
4,204
+4
+0.1% +$391 0.19% 114
2018
Q3 		$481K Buy
4,200
+41
+1% +$4.74K 0.22% 103
2018
Q2 		$467K Sell
4,159
-6
-0.1% -$675 0.2% 103
2018
Q1 		$427K Sell
4,165
-580
-12% -$56.5K 0.2% 106
2017
Q4 		$452K Sell
4,745
-543
-10% -$51.6K 0.22% 100
2017
Q3 		$484K Buy
5,288
+828
+19% +$70.1K 0.25% 90
2017
Q2 		$372K Buy
4,460
+139
+3% +$10.9K 0.2% 108
2017
Q1 		$342K Buy
4,321
+1,463
+51% +$118K 0.18% 116
2016
Q4 		$243K Buy
+2,858
New +$238K 0.14% 136

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's PSX Position: Q1 2020 in Review

YorkBridge Wealth Partners sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 2,546 shares — an estimated $284K sold.

YorkBridge Wealth Partners first reported a position in PSX in Q4 2016 and held it in 13 quarters. The position peaked at $484K in Q3 2017. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • YorkBridge Wealth Partners reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 2,546 Phillips 66 shares in Q1 2020, an estimated $284K.
  • YorkBridge Wealth Partners first reported a position in Phillips 66 in Q4 2016 and held it in 13 quarters.
  • YorkBridge Wealth Partners's Phillips 66 position peaked at $484K in Q3 2017.
  • 1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2020, filed 16 Apr 2020.