KPCM
PSX icon

Kings Point Capital Management’s Phillips 66 PSX Stock Holding History

Kings Point 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
2022
Q1 		$23K Buy
263
+2
+0.8% +$168 ﹤0.01% 460
2021
Q4 		$19K Buy
261
+2
+0.8% +$151 ﹤0.01% 553
2021
Q3 		$18K Buy
259
+3
+1% +$217 ﹤0.01% 506
2021
Q2 		$22K Buy
256
+74
+41% +$6.25K ﹤0.01% 451
2021
Q1 		$15K Buy
182
+1
+0.6% +$78 ﹤0.01% 493
2020
Q4 		$13K Sell
181
-30
-14% -$1.76K ﹤0.01% 474
2020
Q3 		$11K Buy
211
+71
+51% +$4.33K ﹤0.01% 472
2020
Q2 		$10K Buy
+140
New +$9.91K ﹤0.01% 438
2020
Q1 		– Sell
-431
Closed -$48K – 494
2019
Q4 		$48K Sell
431
-136
-24% -$15.3K 0.01% 321
2019
Q3 		$58K Buy
567
+431
+317% +$43.2K 0.01% 281
2019
Q2 		$13K Hold
136
– – ﹤0.01% 394
2019
Q1 		$13K Hold
136
– – ﹤0.01% 338
2018
Q4 		$12K Sell
136
-325
-70% -$31.8K ﹤0.01% 338
2018
Q3 		$52K Hold
461
– – 0.01% 238
2018
Q2 		$52K Hold
461
– – 0.01% 232
2018
Q1 		$44K Hold
461
– – 0.01% 247
2017
Q4 		$47K Sell
461
-850
-65% -$80.8K 0.01% 239
2017
Q3 		$120K Buy
1,311
+850
+184% +$72K 0.03% 166
2017
Q2 		$38K Hold
461
– – 0.01% 237
2017
Q1 		$37K Buy
461
+325
+239% +$26.2K 0.01% 248
2016
Q4 		$12K Hold
136
– – ﹤0.01% 296
2016
Q3 		$11K Hold
136
– – ﹤0.01% 295
2016
Q2 		$11K Hold
136
– – ﹤0.01% 315
2016
Q1 		$12K Hold
136
– – ﹤0.01% 308
2015
Q4 		$11K Hold
136
– – ﹤0.01% 343
2015
Q3 		$10K Hold
136
– – ﹤0.01% 366
2015
Q2 		$11K Hold
136
– – ﹤0.01% 345
2015
Q1 		$11K Buy
+136
New +$9.98K ﹤0.01% 349
2014
Q4 		– Sell
-136
Closed -$11K – 354
2014
Q3 		$11K Hold
136
– – ﹤0.01% 306
2014
Q2 		$11K Hold
136
– – ﹤0.01% 318
2014
Q1 		$10K Hold
136
– – ﹤0.01% 269
2013
Q4 		$10K Buy
+136
New +$9.07K ﹤0.01% 263

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kings Point Capital Management's PSX Position: Q1 2022 in Review

Kings Point Capital Management increased its Phillips 66 (PSX) stake by 0.77% in Q1 2022, buying an estimated $168 and bringing the position to 263 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Kings Point Capital Management first reported a position in PSX in Q4 2013 and has held it in 32 quarters since. The position peaked at $120K in Q3 2017. 1,450 funds tracked by Wall St. Rank hold PSX as of Q1 2022.

  • Kings Point Capital Management held 263 shares of Phillips 66 worth $23K as of Q1 2022.
  • Kings Point Capital Management bought 2 Phillips 66 shares in Q1 2022, an estimated $168.
  • Phillips 66 made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #460 holding.
  • Kings Point Capital Management first reported a position in Phillips 66 in Q4 2013 and has held it in 32 quarters since.
  • Kings Point Capital Management's Phillips 66 position peaked at $120K in Q3 2017.
  • 1,450 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.