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Windsor Capital Management’s Phillips 66 PSX Stock Holding History

Windsor Capital Management’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
Q3 		– Sell
-2,193
Closed -$205K – 123
2019
Q2 		$205K Buy
+2,193
New +$197K 0.09% 114
2015
Q4 		– Sell
-780
Closed -$59K – 357
2015
Q3 		$59K Buy
+780
New +$62K 0.03% 159
2014
Q1 		– Sell
-664
Closed -$51K – 248
2013
Q4 		$51K Sell
664
-49
-7% -$3.27K 0.03% 169
2013
Q3 		$41K Sell
713
-41
-5% -$2.38K 0.02% 192
2013
Q2 		$44K Buy
+754
New +$47.4K 0.03% 176

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Windsor Capital Management's PSX Position: Q3 2019 in Review

Windsor Capital Management sold out of Phillips 66 (PSX) in Q3 2019, closing a stake of 2,193 shares — an estimated $205K sold.

Windsor Capital Management first reported a position in PSX in Q2 2013 and held it in 5 quarters. The position peaked at $205K in Q2 2019. 1,389 funds tracked by Wall St. Rank hold PSX as of Q3 2019.

  • Windsor Capital Management reported no remaining Phillips 66 position as of Q3 2019 after selling out during the quarter.
  • Windsor Capital Management sold 2,193 Phillips 66 shares in Q3 2019, an estimated $205K.
  • Windsor Capital Management first reported a position in Phillips 66 in Q2 2013 and held it in 5 quarters.
  • Windsor Capital Management's Phillips 66 position peaked at $205K in Q2 2019.
  • 1,389 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2019.

Based on Windsor Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.