Driehaus Capital Management’s Phillips 66 PSX Stock Holding History

Driehaus 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 Q1	–	Sell	-18,361	Closed	-$2.05M	–	513
2019 Q4	$2.05M	Buy	18,361 +12,504	+213%	+$1.4M	0.05%	275
2019 Q3	$600K	Sell	5,857 -2,143	-27%	-$215K	0.02%	393
2019 Q2	$748K	Sell	8,000 -3,960	-33%	-$355K	0.02%	319
2019 Q1	$1.14M	Buy	+11,960	New	+$1.14M	0.04%	269
2017 Q1	–	Sell	-32,710	Closed	-$2.83M	–	601
2016 Q4	$2.83M	Buy	+32,710	New	+$2.72M	0.1%	221
2014 Q4	–	Sell	-13,692	Closed	-$1.11M	–	563
2014 Q3	$1.11M	Buy	13,692 +1,091	+9%	+$90.8K	0.04%	417
2014 Q2	$1.01M	Buy	+12,601	New	+$1.04M	0.03%	441

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Driehaus Capital Management's PSX Position: Q1 2020 in Review

Driehaus Capital Management sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 18,361 shares — an estimated $2.05M sold.

Driehaus Capital Management first reported a position in PSX in Q2 2014 and held it in 7 quarters. The position peaked at $2.83M in Q4 2016. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

Driehaus Capital Management reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
Driehaus Capital Management sold 18,361 Phillips 66 shares in Q1 2020, an estimated $2.05M.
Driehaus Capital Management first reported a position in Phillips 66 in Q2 2014 and held it in 7 quarters.
Driehaus Capital Management's Phillips 66 position peaked at $2.83M in Q4 2016.
1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Driehaus Capital Management's 13F filing for Q1 2020, filed 15 May 2020.