EWF
PSX icon

Epstein & White Financial’s Phillips 66 PSX Stock Holding History

Epstein & White Financial’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
-3,815
Closed -$426K – 85
2019
Q4 		$426K Buy
+3,815
New +$429K 0.19% 44

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Epstein & White Financial's PSX Position: Q1 2020 in Review

Epstein & White Financial sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 3,815 shares — an estimated $426K sold.

Epstein & White Financial first reported a position in PSX in Q4 2019 and held it in 1 quarter. The position peaked at $426K in Q4 2019. 1,222 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • Epstein & White Financial reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • Epstein & White Financial sold 3,815 Phillips 66 shares in Q1 2020, an estimated $426K.
  • Epstein & White Financial first reported a position in Phillips 66 in Q4 2019 and held it in 1 quarter.
  • Epstein & White Financial's Phillips 66 position peaked at $426K in Q4 2019.
  • 1,222 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Epstein & White Financial's 13F filing for Q1 2020, filed 13 Apr 2020.