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West Oak Capital’s Phillips 66 PSX Stock Holding History

West Oak 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
2020
Q4 		– Sell
-2,267
Closed -$118K – 331
2020
Q3 		$118K Hold
2,267
– – 0.06% 126
2020
Q2 		$163K Sell
2,267
-527
-19% -$37.3K 0.09% 114
2020
Q1 		$150K Hold
2,794
– – 0.1% 116
2019
Q4 		$311K Hold
2,794
– – 0.18% 93
2019
Q3 		$286K Sell
2,794
-575
-17% -$57.6K 0.17% 92
2019
Q2 		$315K Hold
3,369
– – 0.19% 90
2019
Q1 		$321K Sell
3,369
-25
-0.7% -$2.38K 0.2% 91
2018
Q4 		$292K Sell
3,394
-60
-2% -$5.86K 0.21% 94
2018
Q3 		$389K Buy
3,454
+250
+8% +$28.9K 0.23% 91
2018
Q2 		$360K Hold
3,204
– – 0.22% 90
2018
Q1 		$307K Sell
3,204
-440
-12% -$42.8K 0.18% 99
2017
Q4 		$369K Sell
3,644
-50
-1% -$4.75K 0.23% 92
2017
Q3 		$338K Sell
3,694
-250
-6% -$21.2K 0.2% 100
2017
Q2 		$326K Sell
3,944
-125
-3% -$9.81K 0.2% 102
2017
Q1 		$322K Sell
4,069
-55
-1% -$4.43K 0.2% 95
2016
Q4 		$356K Sell
4,124
-450
-10% -$37.4K 0.24% 89
2016
Q3 		$368K Hold
4,574
– – 0.25% 91
2016
Q2 		$363K Sell
4,574
-365
-7% -$29.8K 0.26% 89
2016
Q1 		$428K Buy
4,939
+80
+2% +$6.5K 0.33% 84
2015
Q4 		$397K Hold
4,859
– – 0.31% 86
2015
Q3 		$373K Sell
4,859
-50
-1% -$3.97K 0.3% 84
2015
Q2 		$395K Sell
4,909
-50
-1% -$3.97K 0.29% 85
2015
Q1 		$390K Sell
4,959
-25
-0.5% -$1.83K 0.29% 83
2014
Q4 		$357K Hold
4,984
– – 0.26% 83
2014
Q3 		$405K Hold
4,984
– – 0.3% 80
2014
Q2 		$401K Sell
4,984
-100
-2% -$8.24K 0.29% 78
2014
Q1 		$392K Hold
5,084
– – 0.29% 79
2013
Q4 		$392K Sell
5,084
-75
-1% -$5K 0.29% 77
2013
Q3 		$298K Buy
5,159
+235
+5% +$13.6K 0.23% 80
2013
Q2 		$290K Buy
+4,924
New +$309K 0.24% 79

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

West Oak Capital's PSX Position: Q4 2020 in Review

West Oak Capital sold out of Phillips 66 (PSX) in Q4 2020, closing a stake of 2,267 shares — an estimated $118K sold.

West Oak Capital first reported a position in PSX in Q2 2013 and held it in 30 quarters. The position peaked at $428K in Q1 2016. 1,234 funds tracked by Wall St. Rank hold PSX as of Q4 2020.

  • West Oak Capital reported no remaining Phillips 66 position as of Q4 2020 after selling out during the quarter.
  • West Oak Capital sold 2,267 Phillips 66 shares in Q4 2020, an estimated $118K.
  • West Oak Capital first reported a position in Phillips 66 in Q2 2013 and held it in 30 quarters.
  • West Oak Capital's Phillips 66 position peaked at $428K in Q1 2016.
  • 1,234 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2020.

Based on West Oak Capital's 13F filing for Q4 2020, filed 8 Jan 2021.