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Anchor Capital Advisors’s Phillips 66 PSX Stock Holding History

Anchor Capital 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
2020
Q1 		– Sell
-2,538
Closed -$283K – 261
2019
Q4 		$283K Hold
2,538
– – 0.01% 239
2019
Q3 		$260K Hold
2,538
– – 0.01% 244
2019
Q2 		$237K Hold
2,538
– – 0.01% 239
2019
Q1 		$242 Hold
2,538
– – 0.01% 236
2018
Q4 		$219K Hold
2,538
– – 0.01% 254
2018
Q3 		$286K Hold
2,538
– – 0.01% 246
2018
Q2 		$285K Buy
+2,538
New +$285K 0.01% 253

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

Anchor Capital Advisors's PSX Position: Q1 2020 in Review

Anchor Capital Advisors sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 2,538 shares — an estimated $283K sold.

Anchor Capital Advisors first reported a position in PSX in Q2 2018 and held it in 7 quarters. The position peaked at $286K in Q3 2018. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • Anchor Capital Advisors reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • Anchor Capital Advisors sold 2,538 Phillips 66 shares in Q1 2020, an estimated $283K.
  • Anchor Capital Advisors first reported a position in Phillips 66 in Q2 2018 and held it in 7 quarters.
  • Anchor Capital Advisors's Phillips 66 position peaked at $286K in Q3 2018.
  • 1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Anchor Capital Advisors's 13F filing for Q1 2020, filed 7 May 2020.