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Mogy Joel R Investment Counsel’s Phillips 66 PSX Stock Holding History

Mogy Joel R Investment Counsel’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
-1,857
Closed -$207K – 108
2019
Q4 		$207K Buy
+1,857
New +$209K 0.02% 113
2018
Q4 		– Sell
-1,957
Closed -$221K – 118
2018
Q3 		$221K Sell
1,957
-12
-0.6% -$1.39K 0.03% 119
2018
Q2 		$221K Buy
+1,969
New +$221K 0.03% 117

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

Mogy Joel R Investment Counsel's PSX Position: Q1 2020 in Review

Mogy Joel R Investment Counsel sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 1,857 shares — an estimated $207K sold.

Mogy Joel R Investment Counsel first reported a position in PSX in Q2 2018 and held it in 3 quarters. The position peaked at $221K in Q3 2018. 1,222 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • Mogy Joel R Investment Counsel reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 1,857 Phillips 66 shares in Q1 2020, an estimated $207K.
  • Mogy Joel R Investment Counsel first reported a position in Phillips 66 in Q2 2018 and held it in 3 quarters.
  • Mogy Joel R Investment Counsel's Phillips 66 position peaked at $221K in Q3 2018.
  • 1,222 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Mogy Joel R Investment Counsel's 13F filing for Q1 2020, filed 8 May 2020.