Beck Capital Management’s Phillips 66 PSX Stock Holding History

Beck Capital Management’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 Q3	–	Sell	-23,026	Closed	-$1.66M	–	83
2020 Q2	$1.66M	Buy	+23,026	New	+$1.63M	0.84%	49
2016 Q1	–	Sell	-2,180	Closed	-$178K	–	139
2015 Q4	$178K	Buy	+2,180	New	+$188K	0.1%	116
2015 Q3	–	Sell	-9,403	Closed	-$758K	–	137
2015 Q2	$758K	Buy	9,403 +533	+6%	+$42.4K	0.41%	63
2015 Q1	$697K	Buy	+8,870	New	+$651K	0.4%	64

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Beck Capital Management's PSX Position: Q3 2020 in Review

Beck Capital Management sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 23,026 shares — an estimated $1.66M sold.

Beck Capital Management first reported a position in PSX in Q1 2015 and held it in 4 quarters. The position peaked at $1.66M in Q2 2020. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

Beck Capital Management reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
Beck Capital Management sold 23,026 Phillips 66 shares in Q3 2020, an estimated $1.66M.
Beck Capital Management first reported a position in Phillips 66 in Q1 2015 and held it in 4 quarters.
Beck Capital Management's Phillips 66 position peaked at $1.66M in Q2 2020.
1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Beck Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.