Nelson Capital Management’s Phillips 66 PSX Stock Holding History

Nelson 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
2019 Q4	–	Sell	-654	Closed	-$67K	–	245
2019 Q3	$67K	Buy	654 +594	+990%	+$59.5K	0.02%	131
2019 Q2	$6K	Buy	+60	New	+$5.38K	﹤0.01%	243
2018 Q2	–	Sell	-7	Closed	-$1K	–	269
2018 Q1	$1K	Hold	7	–	–	﹤0.01%	257
2017 Q4	$1K	Hold	7	–	–	﹤0.01%	330
2017 Q3	$1K	Hold	7	–	–	﹤0.01%	241
2017 Q2	$1K	Hold	7	–	–	﹤0.01%	284
2017 Q1	$1K	Hold	7	–	–	﹤0.01%	247
2016 Q4	$1K	Hold	7	–	–	﹤0.01%	249
2016 Q3	$1K	Sell	7 -2	-22%	-$155	﹤0.01%	248
2016 Q2	$1K	Hold	9	–	–	﹤0.01%	262
2016 Q1	$1K	Hold	9	–	–	﹤0.01%	248
2015 Q4	$1K	Hold	9	–	–	﹤0.01%	250
2015 Q3	$1K	Hold	9	–	–	﹤0.01%	249
2015 Q2	$1K	Hold	9	–	–	﹤0.01%	253
2015 Q1	$1K	Hold	9	–	–	﹤0.01%	260
2014 Q4	$1K	Hold	9	–	–	﹤0.01%	297
2014 Q3	$1K	Sell	9 -246	-96%	-$20.5K	﹤0.01%	299
2014 Q2	$21K	Buy	255 +163	+177%	+$13.4K	0.01%	191
2014 Q1	$7K	Hold	92	–	–	﹤0.01%	220
2013 Q4	$7K	Hold	92	–	–	﹤0.01%	204
2013 Q3	$5K	Hold	92	–	–	﹤0.01%	203
2013 Q2	$5K	Buy	+92	New	+$5.78K	﹤0.01%	201

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

Nelson Capital Management's PSX Position: Q4 2019 in Review

Nelson Capital Management sold out of Phillips 66 (PSX) in Q4 2019, closing a stake of 654 shares — an estimated $67K sold.

Nelson Capital Management first reported a position in PSX in Q2 2013 and held it in 22 quarters. The position peaked at $67K in Q3 2019. 1,538 funds tracked by Wall St. Rank hold PSX as of Q4 2019.

Nelson Capital Management reported no remaining Phillips 66 position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 654 Phillips 66 shares in Q4 2019, an estimated $67K.
Nelson Capital Management first reported a position in Phillips 66 in Q2 2013 and held it in 22 quarters.
Nelson Capital Management's Phillips 66 position peaked at $67K in Q3 2019.
1,538 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.