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Precocity Capital’s Phillips 66 PSX Stock Holding History

Precocity Capital’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
2018
Q4 		$10.8M Buy
+125,000
New +$12.2M 3.06% 15
2018
Q2 		– Sell
-110,000
Closed -$10.6M – 60
2018
Q1 		$10.6M Buy
+110,000
New +$10.7M 2.13% 20

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Precocity Capital's PSX Position: Q4 2018 in Review

Precocity Capital opened a new position in Phillips 66 (PSX) in Q4 2018: 125,000 shares worth $10.8M. The stake represents 3.06% of the portfolio and ranks #15 among its holdings. This is a return to the name: Precocity Capital previously reported a position in PSX as recently as Q1 2018.

Precocity Capital first reported a position in PSX in Q1 2018 and has held it in 2 quarters since. 1,356 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • Precocity Capital held 125,000 shares of Phillips 66 worth $10.8M as of Q4 2018.
  • Phillips 66 was a new Precocity Capital position in Q4 2018.
  • Phillips 66 made up 3.06% of Precocity Capital's portfolio in Q4 2018, its #15 holding.
  • Precocity Capital first reported a position in Phillips 66 in Q1 2018 and has held it in 2 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Precocity Capital's 13F filing for Q4 2018, filed 12 Feb 2019.