ZCA
PSX icon

Zeke Capital Advisors’s Phillips 66 PSX Stock Holding History

Zeke Capital Advisors’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
-9,933
Closed -$1.11M – 451
2019
Q4 		$1.11M Sell
9,933
-116
-1% -$13K 0.09% 177
2019
Q3 		$1.03M Buy
10,049
+420
+4% +$42.1K 0.09% 181
2019
Q2 		$901K Sell
9,629
-1,400
-13% -$126K 0.08% 207
2019
Q1 		$1.05M Sell
11,029
-287
-3% -$27.3K 0.1% 174
2018
Q4 		$975K Sell
11,316
-4,375
-28% -$427K 0.09% 206
2018
Q3 		$1.77M Buy
15,691
+100
+0.6% +$11.6K 0.14% 118
2018
Q2 		$1.75M Hold
15,591
– – 0.16% 103
2018
Q1 		$1.5M Buy
15,591
+62
+0.4% +$6.04K 0.14% 129
2017
Q4 		$1.57M Buy
15,529
+7,932
+104% +$754K 0.16% 112
2017
Q3 		$696K Buy
7,597
+3,358
+79% +$284K 0.1% 167
2017
Q2 		$351K Buy
+4,239
New +$333K 0.07% 177
2017
Q1 		– Sell
-2,761
Closed -$239K – 271
2016
Q4 		$239K Buy
+2,761
New +$230K 0.06% 161

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
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 $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zeke Capital Advisors's PSX Position: Q1 2020 in Review

Zeke Capital Advisors sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 9,933 shares — an estimated $1.11M sold.

Zeke Capital Advisors first reported a position in PSX in Q4 2016 and held it in 12 quarters. The position peaked at $1.77M in Q3 2018. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • Zeke Capital Advisors reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • Zeke Capital Advisors sold 9,933 Phillips 66 shares in Q1 2020, an estimated $1.11M.
  • Zeke Capital Advisors first reported a position in Phillips 66 in Q4 2016 and held it in 12 quarters.
  • Zeke Capital Advisors's Phillips 66 position peaked at $1.77M in Q3 2018.
  • 1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Zeke Capital Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.