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Enlightenment Research’s Phillips 66 PSX Stock Holding History

Enlightenment Research’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
2019
Q4 		– Sell
-3,600
Closed -$369K – 108
2019
Q3 		$369K Sell
3,600
-2,473
-41% -$248K 0.82% 43
2019
Q2 		$573K Buy
+6,073
New +$545K 0.29% 98

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Enlightenment Research's PSX Position: Q4 2019 in Review

Enlightenment Research sold out of Phillips 66 (PSX) in Q4 2019, closing a stake of 3,600 shares — an estimated $369K sold.

Enlightenment Research first reported a position in PSX in Q2 2019 and held it in 2 quarters. The position peaked at $573K in Q2 2019. 1,538 funds tracked by Wall St. Rank hold PSX as of Q4 2019.

  • Enlightenment Research reported no remaining Phillips 66 position as of Q4 2019 after selling out during the quarter.
  • Enlightenment Research sold 3,600 Phillips 66 shares in Q4 2019, an estimated $369K.
  • Enlightenment Research first reported a position in Phillips 66 in Q2 2019 and held it in 2 quarters.
  • Enlightenment Research's Phillips 66 position peaked at $573K in Q2 2019.
  • 1,538 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2019.

Based on Enlightenment Research's 13F filing for Q4 2019, filed 11 Feb 2020.