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Girard Partners’s Phillips 66 PSX Stock Holding History

Girard Partners’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
-6,113
Closed -$327K – 213
2020
Q1 		$327K Buy
6,113
+2,260
+59% +$184K 0.07% 167
2019
Q4 		$429K Buy
3,853
+234
+6% +$26.3K 0.07% 164
2019
Q3 		$370K Sell
3,619
-397
-10% -$39.8K 0.07% 160
2019
Q2 		$375K Buy
4,016
+350
+10% +$31.4K 0.07% 171
2019
Q1 		$348K Buy
3,666
+517
+16% +$49.1K 0.06% 177
2018
Q4 		$271K Sell
3,149
-709
-18% -$69.3K 0.06% 192
2018
Q3 		$434K Buy
3,858
+212
+6% +$24.5K 0.08% 162
2018
Q2 		$410K Sell
3,646
-44
-1% -$4.95K 0.08% 188
2018
Q1 		$354K Buy
3,690
+448
+14% +$43.6K 0.08% 177
2017
Q4 		$328K Sell
3,242
-256
-7% -$24.3K 0.06% 210
2017
Q3 		$320K Buy
3,498
+223
+7% +$18.9K 0.07% 204
2017
Q2 		$271K Buy
3,275
+23
+0.7% +$1.81K 0.06% 212
2017
Q1 		$258K Buy
3,252
+601
+23% +$48.4K 0.06% 202
2016
Q4 		$229K Buy
2,651
+125
+5% +$10.4K 0.07% 194
2016
Q3 		$204K Buy
+2,526
New +$196K 0.07% 195
2016
Q2 		– Sell
-2,477
Closed -$215K – 200
2016
Q1 		$215K Sell
2,477
-8
-0.3% -$650 0.09% 172
2015
Q4 		$203K Buy
+2,485
New +$214K 0.1% 169
2014
Q3 		– Sell
-2,578
Closed -$207K – 140
2014
Q2 		$207K Sell
2,578
-400
-13% -$32.9K 0.14% 129
2014
Q1 		$230K Buy
2,978
+55
+2% +$4.19K 0.16% 124
2013
Q4 		$225K Buy
+2,923
New +$195K 0.18% 114

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Girard Partners's PSX Position: Q2 2020 in Review

Girard Partners sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 6,113 shares — an estimated $327K sold.

Girard Partners first reported a position in PSX in Q4 2013 and held it in 20 quarters. The position peaked at $434K in Q3 2018. 1,269 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

  • Girard Partners reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
  • Girard Partners sold 6,113 Phillips 66 shares in Q2 2020, an estimated $327K.
  • Girard Partners first reported a position in Phillips 66 in Q4 2013 and held it in 20 quarters.
  • Girard Partners's Phillips 66 position peaked at $434K in Q3 2018.
  • 1,269 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on Girard Partners's 13F filing for Q2 2020, filed 10 Aug 2020.