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Whitnell & Co’s Phillips 66 PSX Stock Holding History

Whitnell & Co’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 		$182K Buy
1,635
+883
+117% +$99.2K 0.06% 154
2019
Q3 		$77K Buy
752
+502
+201% +$50.3K 0.03% 187
2019
Q2 		$23K Buy
250
+3
+1% +$269 0.01% 209
2019
Q1 		$24K Buy
247
+2
+0.8% +$190 0.01% 211
2018
Q4 		$21K Buy
245
+22
+10% +$2.15K 0.01% 205
2018
Q3 		$25K Buy
223
+2
+0.9% +$231 0.01% 202
2018
Q2 		$25K Buy
221
+1
+0.5% +$112 0.01% 200
2018
Q1 		$21K Buy
220
+2
+0.9% +$195 0.01% 210
2017
Q4 		$22K Buy
218
+1
+0.5% +$95 0.01% 200
2017
Q3 		$20K Buy
217
+2
+0.9% +$169 0.01% 200
2017
Q2 		$18K Buy
215
+2
+0.9% +$157 0.01% 201
2017
Q1 		$17K Buy
213
+2
+0.9% +$161 0.01% 209
2016
Q4 		$18K Buy
211
+1
+0.5% +$83 0.01% 216
2016
Q3 		$17K Buy
210
+2
+1% +$155 0.01% 215
2016
Q2 		$17K Buy
208
+1
+0.5% +$82 0.01% 222
2016
Q1 		$18K Buy
207
+2
+1% +$163 0.01% 212
2015
Q4 		$17K Buy
205
+1
+0.5% +$86 0.01% 219
2015
Q3 		$16K Buy
204
+2
+1% +$159 0.01% 213
2015
Q2 		$16K Sell
202
-29
-13% -$2.31K 0.01% 210
2015
Q1 		$18K Sell
231
-999
-81% -$73.3K 0.01% 207
2014
Q4 		$88K Buy
1,230
+44
+4% +$3.25K 0.03% 166
2014
Q3 		$96K Buy
1,186
+1
+0.1% +$83 0.04% 166
2014
Q2 		$95K Buy
1,185
+1
+0.1% +$82 0.04% 164
2014
Q1 		$91K Buy
1,184
+1
+0.1% +$76 0.04% 162
2013
Q4 		$91K Buy
1,183
+1
+0.1% +$67 0.04% 161
2013
Q3 		$68K Sell
1,182
-373
-24% -$21.6K 0.03% 173
2013
Q2 		$92K Buy
+1,555
New +$97.7K 0.05% 158

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

Whitnell & Co's PSX Position: Q4 2019 in Review

Whitnell & Co increased its Phillips 66 (PSX) stake by 117% in Q4 2019, buying an estimated $99.2K and bringing the position to 1,635 shares worth $182K. The position accounts for 0.06% of the portfolio, ranked #154.

Whitnell & Co first reported a position in PSX in Q2 2013 and has held it in 27 quarters since. 1,538 funds tracked by Wall St. Rank hold PSX as of Q4 2019.

  • Whitnell & Co held 1,635 shares of Phillips 66 worth $182K as of Q4 2019.
  • Whitnell & Co bought 883 Phillips 66 shares in Q4 2019, an estimated $99.2K.
  • Phillips 66 made up 0.06% of Whitnell & Co's portfolio in Q4 2019, its #154 holding.
  • Whitnell & Co first reported a position in Phillips 66 in Q2 2013 and has held it in 27 quarters since.
  • 1,538 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.