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Columbus Macro’s Phillips 66 PSX Stock Holding History

Columbus Macro’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
Q4 		– Sell
-4,502
Closed -$233K – 159
2020
Q3 		$233K Buy
4,502
+414
+10% +$25.3K 0.07% 143
2020
Q2 		$294K Sell
4,088
-310
-7% -$21.9K 0.08% 122
2020
Q1 		$236K Buy
+4,398
New +$358K 0.07% 150

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Columbus Macro's PSX Position: Q4 2020 in Review

Columbus Macro sold out of Phillips 66 (PSX) in Q4 2020, closing a stake of 4,502 shares — an estimated $233K sold.

Columbus Macro first reported a position in PSX in Q1 2020 and held it in 3 quarters. The position peaked at $294K in Q2 2020. 1,234 funds tracked by Wall St. Rank hold PSX as of Q4 2020.

  • Columbus Macro reported no remaining Phillips 66 position as of Q4 2020 after selling out during the quarter.
  • Columbus Macro sold 4,502 Phillips 66 shares in Q4 2020, an estimated $233K.
  • Columbus Macro first reported a position in Phillips 66 in Q1 2020 and held it in 3 quarters.
  • Columbus Macro's Phillips 66 position peaked at $294K in Q2 2020.
  • 1,234 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2020.

Based on Columbus Macro's 13F filing for Q4 2020, filed 26 Jan 2021.