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Legacy Capital Partners’s Phillips 66 PSX Stock Holding History

Legacy Capital Partners’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
-2,069
Closed -$231K – 150
2019
Q4 		$231K Buy
+2,069
New +$232K 0.09% 141
2018
Q4 		– Sell
-1,948
Closed -$220K – 136
2018
Q3 		$220K Buy
+1,948
New +$225K 0.1% 129

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

Legacy Capital Partners's PSX Position: Q1 2020 in Review

Legacy Capital Partners sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 2,069 shares — an estimated $231K sold.

Legacy Capital Partners first reported a position in PSX in Q3 2018 and held it in 2 quarters. The position peaked at $231K in Q4 2019. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • Legacy Capital Partners reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 2,069 Phillips 66 shares in Q1 2020, an estimated $231K.
  • Legacy Capital Partners first reported a position in Phillips 66 in Q3 2018 and held it in 2 quarters.
  • Legacy Capital Partners's Phillips 66 position peaked at $231K in Q4 2019.
  • 1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Legacy Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.