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Winslow Evans & Crocker’s Phillips 66 PSX Stock Holding History

Winslow Evans & Crocker’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 		$224K Sell
3,202
-109
-3% -$6.4K 0.04% 318
2020
Q3 		$171K Sell
3,311
-1,490
-31% -$90.9K 0.04% 290
2020
Q2 		$345K Sell
4,801
-185
-4% -$13.1K 0.09% 207
2020
Q1 		$270K Buy
4,986
+36
+0.7% +$2.93K 0.09% 211
2019
Q4 		$552K Sell
4,950
-62
-1% -$6.96K 0.14% 152
2019
Q3 		$516K Buy
5,012
+172
+4% +$17.2K 0.14% 155
2019
Q2 		$454K Buy
4,840
+654
+16% +$58.7K 0.13% 183
2019
Q1 		$400K Buy
4,186
+104
+3% +$9.89K 0.11% 187
2018
Q4 		$352K Sell
4,082
-400
-9% -$39.1K 0.12% 184
2018
Q3 		$506K Hold
4,482
– – 0.15% 148
2018
Q2 		$506K Hold
4,482
– – 0.16% 139
2018
Q1 		$430K Hold
4,482
– – 0.14% 147
2017
Q4 		$453K Sell
4,482
-20
-0.4% -$1.9K 0.15% 151
2017
Q3 		$412K Sell
4,502
-114
-2% -$9.66K 0.14% 161
2017
Q2 		$382K Hold
4,616
– – 0.1% 214
2017
Q1 		$366K Buy
4,616
+236
+5% +$19K 0.11% 186
2016
Q4 		$378K Hold
4,380
– – 0.12% 177
2016
Q3 		$353K Sell
4,380
-100
-2% -$7.77K 0.1% 204
2016
Q2 		$355K Buy
4,480
+1
+0% +$82 0.11% 189
2016
Q1 		$388K Buy
4,479
+533
+14% +$43.3K 0.12% 174
2015
Q4 		$323K Sell
3,946
-232
-6% -$20K 0.09% 215
2015
Q3 		$321K Sell
4,178
-24
-0.6% -$1.91K 0.1% 208
2015
Q2 		$339K Hold
4,202
– – 0.1% 217
2015
Q1 		$330K Hold
4,202
– – 0.09% 223
2014
Q4 		$301K Hold
4,202
– – 0.09% 236
2014
Q3 		$342K Sell
4,202
-100
-2% -$8.32K 0.1% 228
2014
Q2 		$346K Buy
4,302
+64
+2% +$5.27K 0.11% 197
2014
Q1 		$327K Buy
4,238
+38
+0.9% +$2.89K 0.11% 202
2013
Q4 		$324K Buy
+4,200
New +$280K 0.11% 204

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

Winslow Evans & Crocker's PSX Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Phillips 66 (PSX) stake by 3.3% in Q4 2020, selling an estimated $6.4K and leaving 3,202 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #318.

Winslow Evans & Crocker first reported a position in PSX in Q4 2013 and has held it in 29 quarters since. The position peaked at $552K in Q4 2019. 1,234 funds tracked by Wall St. Rank hold PSX as of Q4 2020.

  • Winslow Evans & Crocker held 3,202 shares of Phillips 66 worth $224K as of Q4 2020.
  • Winslow Evans & Crocker sold 109 Phillips 66 shares in Q4 2020, an estimated $6.4K.
  • Phillips 66 made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #318 holding.
  • Winslow Evans & Crocker first reported a position in Phillips 66 in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Phillips 66 position peaked at $552K in Q4 2019.
  • 1,234 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.