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Horiko Capital Management’s Phillips 66 PSX Stock Holding History

Horiko 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
2020
Q4 		– Sell
-27,807
Closed -$1.44M – 28
2020
Q3 		$1.44M Sell
27,807
-2,163
-7% -$132K 0.83% 22
2020
Q2 		$2.15M Hold
29,970
– – 1.43% 19
2020
Q1 		$1.61M Sell
29,970
-175
-0.6% -$14.2K 1.4% 18
2019
Q4 		$3.36M Sell
30,145
-5,100
-14% -$573K 2.27% 18
2019
Q3 		$3.61M Hold
35,245
– – 2.73% 17
2019
Q2 		$3.3M Hold
35,245
– – 2.5% 17
2019
Q1 		$3.35M Hold
35,245
– – 2.76% 14
2018
Q4 		$3.04M Buy
+35,245
New +$3.44M 3.22% 16

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Horiko Capital Management's PSX Position: Q4 2020 in Review

Horiko Capital Management sold out of Phillips 66 (PSX) in Q4 2020, closing a stake of 27,807 shares — an estimated $1.44M sold.

Horiko Capital Management first reported a position in PSX in Q4 2018 and held it in 8 quarters. The position peaked at $3.61M in Q3 2019. 1,235 funds tracked by Wall St. Rank hold PSX as of Q4 2020.

  • Horiko Capital Management reported no remaining Phillips 66 position as of Q4 2020 after selling out during the quarter.
  • Horiko Capital Management sold 27,807 Phillips 66 shares in Q4 2020, an estimated $1.44M.
  • Horiko Capital Management first reported a position in Phillips 66 in Q4 2018 and held it in 8 quarters.
  • Horiko Capital Management's Phillips 66 position peaked at $3.61M in Q3 2019.
  • 1,235 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2020.

Based on Horiko Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.