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Darrell & King’s Phillips 66 PSX Stock Holding History

Darrell & King’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 		$29.9M Buy
427,441
+87,601
+26% +$5.14M 4.73% 9
2020
Q3 		$17.6M Buy
339,840
+1,667
+0.5% +$102K 3.62% 15
2020
Q2 		$24.3M Buy
+338,173
New +$23.9M 4.5% 12

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Darrell & King's PSX Position: Q4 2020 in Review

Darrell & King increased its Phillips 66 (PSX) stake by 26% in Q4 2020, buying an estimated $5.14M and bringing the position to 427,441 shares worth $29.9M. The position accounts for 4.73% of the portfolio, ranked #9.

Darrell & King first reported a position in PSX in Q2 2020 and has held it in 3 quarters since. 1,235 funds tracked by Wall St. Rank hold PSX as of Q4 2020.

  • Darrell & King held 427,441 shares of Phillips 66 worth $29.9M as of Q4 2020.
  • Darrell & King bought 87,601 Phillips 66 shares in Q4 2020, an estimated $5.14M.
  • Phillips 66 made up 4.73% of Darrell & King's portfolio in Q4 2020, its #9 holding.
  • Darrell & King first reported a position in Phillips 66 in Q2 2020 and has held it in 3 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2020.

Based on Darrell & King's 13F filing for Q4 2020, filed 15 Jan 2021.