Kurt F. Somerville’s Phillips 66 PSX Stock Holding History

Kurt F. Somerville’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 Q4	–	Sell	-2,201	Closed	-$225K	–	101
2019 Q3	$225K	Hold	2,201	–	–	0.04%	98
2019 Q2	$206K	Sell	2,201 -570	-21%	-$51.1K	0.04%	101
2019 Q1	$265K	Buy	+2,771	New	+$263K	0.05%	98
2017 Q2	–	Sell	-2,563	Closed	-$203K	–	108
2017 Q1	$203K	Sell	2,563 -41	-2%	-$3.3K	0.04%	107
2016 Q4	$225K	Hold	2,604	–	–	0.05%	101
2016 Q3	$210K	Hold	2,604	–	–	0.05%	106
2016 Q2	$206K	Sell	2,604 -200	-7%	-$16.3K	0.05%	107
2016 Q1	$242K	Sell	2,804 -335	-11%	-$27.2K	0.06%	102
2015 Q4	$256K	Hold	3,139	–	–	0.06%	108
2015 Q3	$241K	Hold	3,139	–	–	0.06%	109
2015 Q2	$253K	Hold	3,139	–	–	0.06%	111
2015 Q1	$247K	Hold	3,139	–	–	0.06%	116
2014 Q4	$225K	Hold	3,139	–	–	0.06%	121
2014 Q3	$255K	Hold	3,139	–	–	0.1%	90
2014 Q2	$253K	Hold	3,139	–	–	0.1%	94
2014 Q1	$243K	Hold	3,139	–	–	0.1%	94
2013 Q4	$243K	Buy	+3,139	New	+$209K	0.09%	100
2013 Q3	–	Sell	-4,639	Closed	-$274K	–	111
2013 Q2	$274K	Buy	+4,639	New	+$291K	0.12%	93

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kurt F. Somerville's PSX Position: Q4 2019 in Review

Kurt F. Somerville sold out of Phillips 66 (PSX) in Q4 2019, closing a stake of 2,201 shares — an estimated $225K sold.

Kurt F. Somerville first reported a position in PSX in Q2 2013 and held it in 18 quarters. The position peaked at $274K in Q2 2013. 1,538 funds tracked by Wall St. Rank hold PSX as of Q4 2019.

Kurt F. Somerville reported no remaining Phillips 66 position as of Q4 2019 after selling out during the quarter.
Kurt F. Somerville sold 2,201 Phillips 66 shares in Q4 2019, an estimated $225K.
Kurt F. Somerville first reported a position in Phillips 66 in Q2 2013 and held it in 18 quarters.
Kurt F. Somerville's Phillips 66 position peaked at $274K in Q2 2013.
1,538 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2019.

Based on Kurt F. Somerville's 13F filing for Q4 2019, filed 15 Jan 2020.