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Global Financial Private Capital’s Phillips 66 PSX Stock Holding History

Global Financial Private Capital’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
-779
Closed -$87K – 416
2019
Q4 		$87K Buy
779
+8
+1% +$899 ﹤0.01% 278
2019
Q3 		$79K Sell
771
-1,004
-57% -$101K ﹤0.01% 273
2019
Q2 		$166K Buy
+1,775
New +$159K 0.01% 274
2018
Q4 		– Sell
-25,383
Closed -$2.86M – 468
2018
Q3 		$2.86M Buy
25,383
+4,490
+21% +$519K 0.1% 170
2018
Q2 		$2.35M Buy
20,893
+10,848
+108% +$1.22M 0.08% 180
2018
Q1 		$964K Sell
10,045
-6,257
-38% -$609K 0.03% 267
2017
Q4 		$1.65M Buy
16,302
+9,906
+155% +$942K 0.06% 197
2017
Q3 		$586K Buy
+6,396
New +$542K 0.02% 301

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

Global Financial Private Capital's PSX Position: Q1 2020 in Review

Global Financial Private Capital sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 779 shares — an estimated $87K sold.

Global Financial Private Capital first reported a position in PSX in Q3 2017 and held it in 8 quarters. The position peaked at $2.86M in Q3 2018. 1,222 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • Global Financial Private Capital reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • Global Financial Private Capital sold 779 Phillips 66 shares in Q1 2020, an estimated $87K.
  • Global Financial Private Capital first reported a position in Phillips 66 in Q3 2017 and held it in 8 quarters.
  • Global Financial Private Capital's Phillips 66 position peaked at $2.86M in Q3 2018.
  • 1,222 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Global Financial Private Capital's 13F filing for Q1 2020, filed 12 May 2020.