Peddock Capital Advisors’s Phillips 66 PSX Stock Holding History

Peddock Capital Advisors’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
2021 Q1	–	Sell	-400	Closed	-$28K	–	258
2020 Q4	$28K	Buy	+400	New	+$23.5K	0.01%	200
2020 Q1	–	Sell	-400	Closed	-$45K	–	205
2019 Q4	$45K	Buy	+400	New	+$44.9K	0.02%	161
2019 Q2	–	Sell	-400	Closed	-$38K	–	202
2019 Q1	$38K	Sell	400 -138	-26%	-$13.1K	0.02%	168
2018 Q4	$46K	Buy	538 +400	+290%	+$39.1K	0.03%	169
2018 Q3	$16K	Hold	138	–	–	0.01%	211
2018 Q2	$15K	Hold	138	–	–	0.01%	215
2018 Q1	$13K	Hold	138	–	–	0.01%	215
2017 Q4	$14K	Hold	138	–	–	0.01%	215
2017 Q3	$13K	Hold	138	–	–	0.01%	217
2017 Q2	$11K	Hold	138	–	–	0.01%	224
2017 Q1	$11K	Hold	138	–	–	0.01%	200
2016 Q4	$12K	Hold	138	–	–	0.01%	191
2016 Q3	$11K	Buy	+138	New	+$10.7K	0.01%	205

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peddock Capital Advisors's PSX Position: Q1 2021 in Review

Peddock Capital Advisors sold out of Phillips 66 (PSX) in Q1 2021, closing a stake of 400 shares — an estimated $28K sold.

Peddock Capital Advisors first reported a position in PSX in Q3 2016 and held it in 13 quarters. The position peaked at $46K in Q4 2018. 1,271 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

Peddock Capital Advisors reported no remaining Phillips 66 position as of Q1 2021 after selling out during the quarter.
Peddock Capital Advisors sold 400 Phillips 66 shares in Q1 2021, an estimated $28K.
Peddock Capital Advisors first reported a position in Phillips 66 in Q3 2016 and held it in 13 quarters.
Peddock Capital Advisors's Phillips 66 position peaked at $46K in Q4 2018.
1,271 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on Peddock Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.