KIG
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Kessler Investment Group’s Phillips 66 PSX Stock Holding History

Kessler Investment Group’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
-690
Closed -$77K – 120
2019
Q4 		$77K Buy
690
+17
+3% +$1.91K 0.08% 62
2019
Q3 		$69K Buy
+673
New +$67.5K 0.08% 67
2016
Q1 		– Sell
-26,511
Closed -$2.17M – 104
2015
Q4 		$2.17M Sell
26,511
-2,335
-8% -$201K 3.43% 7
2015
Q3 		$2.22M Buy
28,846
+229
+0.8% +$18.2K 3.65% 4
2015
Q2 		$2.31M Buy
28,617
+478
+2% +$38K 3.68% 4
2015
Q1 		$2.21M Buy
28,139
+829
+3% +$60.8K 3.75% 5
2014
Q4 		$1.96M Buy
27,310
+741
+3% +$54.7K 3.2% 4
2014
Q3 		$2.16M Buy
26,569
+280
+1% +$23.3K 3.8% 4
2014
Q2 		$2.11M Sell
26,289
-122
-0.5% -$10K 3.72% 6
2014
Q1 		$2.04M Buy
26,411
+1,156
+5% +$88K 4.31% 6
2013
Q4 		$1.95M Buy
+25,255
New +$1.68M 3.61% 5

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

Kessler Investment Group's PSX Position: Q1 2020 in Review

Kessler Investment Group sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 690 shares — an estimated $77K sold.

Kessler Investment Group first reported a position in PSX in Q4 2013 and held it in 11 quarters. The position peaked at $2.31M in Q2 2015. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • Kessler Investment Group reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • Kessler Investment Group sold 690 Phillips 66 shares in Q1 2020, an estimated $77K.
  • Kessler Investment Group first reported a position in Phillips 66 in Q4 2013 and held it in 11 quarters.
  • Kessler Investment Group's Phillips 66 position peaked at $2.31M in Q2 2015.
  • 1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Kessler Investment Group's 13F filing for Q1 2020, filed 22 Apr 2020.