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Mitchell Capital Management’s Phillips 66 PSX Stock Holding History

Mitchell 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
Q3 		– Sell
-18,912
Closed -$1.36M – 146
2020
Q2 		$1.36M Buy
18,912
+246
+1% +$17.4K 0.44% 69
2020
Q1 		$1M Sell
18,666
-237
-1% -$19.3K 0.39% 76
2019
Q4 		$2.11M Buy
18,903
+130
+0.7% +$14.6K 0.67% 51
2019
Q3 		$1.92M Buy
18,773
+829
+5% +$83.1K 0.65% 56
2019
Q2 		$1.68M Buy
17,944
+3,405
+23% +$306K 0.56% 62
2019
Q1 		$1.38M Buy
14,539
+2,411
+20% +$229K 0.49% 60
2018
Q4 		$1.04M Buy
12,128
+931
+8% +$91K 0.44% 55
2018
Q3 		$1.26M Buy
11,197
+1,147
+11% +$133K 0.41% 58
2018
Q2 		$1.13M Buy
10,050
+2,284
+29% +$257K 0.41% 46
2018
Q1 		$745K Buy
7,766
+3,250
+72% +$316K 0.27% 54
2017
Q4 		$457K Buy
+4,516
New +$429K 0.16% 54

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Mitchell Capital Management's PSX Position: Q3 2020 in Review

Mitchell Capital Management sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 18,912 shares — an estimated $1.36M sold.

Mitchell Capital Management first reported a position in PSX in Q4 2017 and held it in 11 quarters. The position peaked at $2.11M in Q4 2019. 1,130 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

  • Mitchell Capital Management reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
  • Mitchell Capital Management sold 18,912 Phillips 66 shares in Q3 2020, an estimated $1.36M.
  • Mitchell Capital Management first reported a position in Phillips 66 in Q4 2017 and held it in 11 quarters.
  • Mitchell Capital Management's Phillips 66 position peaked at $2.11M in Q4 2019.
  • 1,130 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Mitchell Capital Management's 13F filing for Q3 2020, filed 10 Nov 2020.