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Syntal Capital Partners’s Phillips 66 PSX Stock Holding History

Syntal Capital Partners’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
-2,515
Closed -$257K – 180
2019
Q3 		$257K Sell
2,515
-308
-11% -$30.9K 0.07% 177
2019
Q2 		$264K Sell
2,823
-81
-3% -$7.27K 0.06% 213
2019
Q1 		$276K Buy
+2,904
New +$276K 0.12% 106
2018
Q4 		– Sell
-3,233
Closed -$364K – 127
2018
Q3 		$364K Buy
3,233
+167
+5% +$19.3K 0.13% 118
2018
Q2 		$344K Buy
3,066
+1
+0% +$112 0.13% 112
2018
Q1 		$294K Sell
3,065
-232
-7% -$22.6K 0.1% 123
2017
Q4 		$333K Buy
3,297
+201
+6% +$19.1K 0.1% 125
2017
Q3 		$283K Sell
3,096
-40
-1% -$3.39K 0.2% 87
2017
Q2 		$259 Buy
+3,136
New +$246K 0.06% 74
2015
Q4 		– Sell
-786
Closed -$60K – 126
2015
Q3 		$60K Buy
786
+17
+2% +$1.35K 0.08% 76
2015
Q2 		$61 Buy
769
+1
+0.1% +$79 0.06% 94
2015
Q1 		$60K Buy
768
+1
+0.1% +$73 0.07% 93
2014
Q4 		$55K Sell
767
-2,999
-80% -$221K 0.03% 112
2014
Q3 		$306K Buy
3,766
+325
+9% +$27.1K 0.15% 35
2014
Q2 		$276K Buy
3,441
+2,688
+357% +$221K 0.13% 53
2014
Q1 		$58 Buy
+753
New +$57.3K 0.03% 87

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Syntal Capital Partners's PSX Position: Q4 2019 in Review

Syntal Capital Partners sold out of Phillips 66 (PSX) in Q4 2019, closing a stake of 2,515 shares — an estimated $257K sold.

Syntal Capital Partners first reported a position in PSX in Q1 2014 and held it in 16 quarters. The position peaked at $364K in Q3 2018. 1,538 funds tracked by Wall St. Rank hold PSX as of Q4 2019.

  • Syntal Capital Partners reported no remaining Phillips 66 position as of Q4 2019 after selling out during the quarter.
  • Syntal Capital Partners sold 2,515 Phillips 66 shares in Q4 2019, an estimated $257K.
  • Syntal Capital Partners first reported a position in Phillips 66 in Q1 2014 and held it in 16 quarters.
  • Syntal Capital Partners's Phillips 66 position peaked at $364K in Q3 2018.
  • 1,538 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2019.

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