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Harvest Capital Management’s Phillips 66 PSX Stock Holding History

Harvest 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
2019
Q2 		– Sell
-2,274
Closed -$216K – 105
2019
Q1 		$216K Buy
+2,274
New +$216K 0.07% 97
2018
Q4 		– Sell
-2,389
Closed -$269K – 98
2018
Q3 		$269K Sell
2,389
-850
-26% -$98.3K 0.08% 90
2018
Q2 		$364K Buy
+3,239
New +$364K 0.12% 65

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Harvest Capital Management's PSX Position: Q2 2019 in Review

Harvest Capital Management sold out of Phillips 66 (PSX) in Q2 2019, closing a stake of 2,274 shares — an estimated $216K sold.

Harvest Capital Management first reported a position in PSX in Q2 2018 and held it in 3 quarters. The position peaked at $364K in Q2 2018. 1,355 funds tracked by Wall St. Rank hold PSX as of Q2 2019.

  • Harvest Capital Management reported no remaining Phillips 66 position as of Q2 2019 after selling out during the quarter.
  • Harvest Capital Management sold 2,274 Phillips 66 shares in Q2 2019, an estimated $216K.
  • Harvest Capital Management first reported a position in Phillips 66 in Q2 2018 and held it in 3 quarters.
  • Harvest Capital Management's Phillips 66 position peaked at $364K in Q2 2018.
  • 1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2019.

Based on Harvest Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.