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United Capital Management of KS’s Phillips 66 PSX Stock Holding History

United Capital Management of KS’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
Q1 		– Sell
-18,681
Closed -$2.08M – 111
2019
Q4 		$2.08M Buy
18,681
+1,347
+8% +$151K 1.32% 24
2019
Q3 		$1.76M Buy
17,334
+1,126
+7% +$113K 1.28% 27
2019
Q2 		$1.52M Buy
16,208
+1,387
+9% +$124K 1.15% 30
2019
Q1 		$1.4M Buy
14,821
+1,832
+14% +$174K 1.09% 31
2018
Q4 		$1.12M Buy
12,989
+888
+7% +$86.8K 1.04% 33
2018
Q3 		$1.32M Buy
+12,101
New +$1.4M 1.06% 28

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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 $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Capital Management of KS's PSX Position: Q1 2020 in Review

United Capital Management of KS sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 18,681 shares — an estimated $2.08M sold.

United Capital Management of KS first reported a position in PSX in Q3 2018 and held it in 6 quarters. The position peaked at $2.08M in Q4 2019. 1,222 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • United Capital Management of KS reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • United Capital Management of KS sold 18,681 Phillips 66 shares in Q1 2020, an estimated $2.08M.
  • United Capital Management of KS first reported a position in Phillips 66 in Q3 2018 and held it in 6 quarters.
  • United Capital Management of KS's Phillips 66 position peaked at $2.08M in Q4 2019.
  • 1,222 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.