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Newfound Research’s Phillips 66 PSX Stock Holding History

Newfound Research’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
Q2 		– Sell
-9
Closed -$1K – 155
2020
Q1 		$1K Hold
9
– – ﹤0.01% 76
2019
Q4 		$1K Sell
9
-3
-25% -$337 ﹤0.01% 125
2019
Q3 		$1K Buy
12
+4
+50% +$401 ﹤0.01% 134
2019
Q2 		$1K Buy
8
+1
+14% +$90 ﹤0.01% 134
2019
Q1 		$1K Buy
7
+4
+133% +$380 ﹤0.01% 131
2018
Q4 		$0 Buy
3
+1
+50% +$98 ﹤0.01% 191
2018
Q3 		$0 Buy
2
+1
+100% +$116 ﹤0.01% 213
2018
Q2 		$0 Buy
+1
New +$112 ﹤0.01% 203
2017
Q3 		– Sell
-6
Closed -$1K – 219
2017
Q2 		$1K Hold
6
– – ﹤0.01% 149
2017
Q1 		$0 Buy
6
+1
+20% +$81 ﹤0.01% 209
2016
Q4 		$0 Hold
5
– – ﹤0.01% 176
2016
Q3 		$0 Buy
5
+1
+25% +$78 ﹤0.01% 178
2016
Q2 		$0 Buy
+4
New +$327 ﹤0.01% 172

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Newfound Research's PSX Position: Q2 2020 in Review

Newfound Research sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 9 shares — an estimated $1K sold.

Newfound Research first reported a position in PSX in Q2 2016 and held it in 13 quarters. The position peaked at $1K in Q1 2020. 1,269 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

  • Newfound Research reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 9 Phillips 66 shares in Q2 2020, an estimated $1K.
  • Newfound Research first reported a position in Phillips 66 in Q2 2016 and held it in 13 quarters.
  • Newfound Research's Phillips 66 position peaked at $1K in Q1 2020.
  • 1,269 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.