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Horan Capital Advisors’s Phillips 66 PSX Stock Holding History

Horan Capital Advisors’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
Q4 		– Sell
-578
Closed -$30K – 230
2020
Q3 		$30K Buy
+578
New +$35.3K 0.02% 200
2020
Q1 		– Sell
-578
Closed -$64K – 211
2019
Q4 		$64K Hold
578
– – 0.04% 133
2019
Q3 		$59K Buy
+578
New +$57.9K 0.04% 136
2019
Q2 		– Sell
-524
Closed -$50K – 202
2019
Q1 		$50K Buy
+524
New +$49.8K 0.03% 140
2017
Q4 		– Sell
-698
Closed -$64K – 218
2017
Q3 		$64K Buy
+698
New +$59.1K 0.04% 129

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Horan Capital Advisors's PSX Position: Q4 2020 in Review

Horan Capital Advisors sold out of Phillips 66 (PSX) in Q4 2020, closing a stake of 578 shares — an estimated $30K sold.

Horan Capital Advisors first reported a position in PSX in Q3 2017 and held it in 5 quarters. The position peaked at $64K in Q4 2019. 1,234 funds tracked by Wall St. Rank hold PSX as of Q4 2020.

  • Horan Capital Advisors reported no remaining Phillips 66 position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 578 Phillips 66 shares in Q4 2020, an estimated $30K.
  • Horan Capital Advisors first reported a position in Phillips 66 in Q3 2017 and held it in 5 quarters.
  • Horan Capital Advisors's Phillips 66 position peaked at $64K in Q4 2019.
  • 1,234 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.