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Stanley-Laman Group’s Phillips 66 PSX Stock Holding History

Stanley-Laman Group’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
Q3 		– Sell
-4,511
Closed -$324K – 254
2020
Q2 		$324K Buy
4,511
+295
+7% +$20.9K 0.08% 209
2020
Q1 		$226K Sell
4,216
-45,320
-91% -$3.69M 0.07% 233
2019
Q4 		$5.52M Buy
49,536
+773
+2% +$86.8K 1.3% 19
2019
Q3 		$4.99M Sell
48,763
-313
-0.6% -$31.4K 1.23% 21
2019
Q2 		$4.59M Sell
49,076
-213
-0.4% -$19.1K 1.1% 29
2019
Q1 		$4.69M Buy
49,289
+1,338
+3% +$127K 1.14% 26
2018
Q4 		$4.13M Buy
47,951
+40,347
+531% +$3.94M 1.15% 22
2018
Q3 		$857K Buy
7,604
+63
+0.8% +$7.28K 0.21% 144
2018
Q2 		$847K Sell
7,541
-70
-0.9% -$7.87K 0.19% 159
2018
Q1 		$730K Sell
7,611
-10,898
-59% -$1.06M 0.17% 172
2017
Q4 		$1.87M Buy
18,509
+116
+0.6% +$11K 0.4% 81
2017
Q3 		$1.69M Buy
18,393
+3,843
+26% +$326K 0.45% 79
2017
Q2 		$1.2M Buy
14,550
+6,205
+74% +$487K 0.33% 84
2017
Q1 		$661K Sell
8,345
-4,126
-33% -$332K 0.18% 134
2016
Q4 		$1.08M Buy
12,471
+3,357
+37% +$279K 0.33% 113
2016
Q3 		$734K Sell
9,114
-2,229
-20% -$173K 0.3% 120
2016
Q2 		$900K Sell
11,343
-1,702
-13% -$139K 0.35% 105
2016
Q1 		$1.13M Sell
13,045
-1,480
-10% -$120K 0.21% 107
2015
Q4 		$1.19M Hold
14,525
– – 0.2% 124
2015
Q3 		$1.12M Sell
14,525
-1,273
-8% -$101K 0.23% 112
2015
Q2 		$1.27M Buy
15,798
+384
+2% +$30.5K 0.23% 107
2015
Q1 		$1.21M Buy
15,414
+1,212
+9% +$89K 0.22% 115
2014
Q4 		$1.02M Sell
14,202
-425
-3% -$31.4K 0.19% 125
2014
Q3 		$1.19M Buy
14,627
+930
+7% +$77.4K 0.23% 118
2014
Q2 		$1.1M Sell
13,697
-154
-1% -$12.7K 0.2% 125
2014
Q1 		$1.07M Buy
+13,851
New +$1.05M 0.19% 142

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Stanley-Laman Group's PSX Position: Q3 2020 in Review

Stanley-Laman Group sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 4,511 shares — an estimated $324K sold.

Stanley-Laman Group first reported a position in PSX in Q1 2014 and held it in 26 quarters. The position peaked at $5.52M in Q4 2019. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

  • Stanley-Laman Group reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
  • Stanley-Laman Group sold 4,511 Phillips 66 shares in Q3 2020, an estimated $324K.
  • Stanley-Laman Group first reported a position in Phillips 66 in Q1 2014 and held it in 26 quarters.
  • Stanley-Laman Group's Phillips 66 position peaked at $5.52M in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Stanley-Laman Group's 13F filing for Q3 2020, filed 20 Oct 2020.