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Cox Capital Management’s Phillips 66 PSX Stock Holding History

Cox 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
Q2 		– Sell
-994
Closed -$111K – 161
2020
Q1 		$111K Buy
+994
New +$80.9K 0.1% 84

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Wellington Management Group
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Aristotle Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cox Capital Management's PSX Position: Q2 2020 in Review

Cox Capital Management sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 994 shares — an estimated $111K sold.

Cox Capital Management first reported a position in PSX in Q1 2020 and held it in 1 quarter. The position peaked at $111K in Q1 2020. 1,269 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

  • Cox Capital Management reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
  • Cox Capital Management sold 994 Phillips 66 shares in Q2 2020, an estimated $111K.
  • Cox Capital Management first reported a position in Phillips 66 in Q1 2020 and held it in 1 quarter.
  • Cox Capital Management's Phillips 66 position peaked at $111K in Q1 2020.
  • 1,269 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.