Amalgamated Financial’s Phillips 66 PSX Stock Holding History

Amalgamated Financial’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
2022 Q1	$10.1M	Buy	+117,332	New	+$9.87M	0.08%	203

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Amalgamated Financial's PSX Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Phillips 66 (PSX) in Q1 2022: 117,332 shares worth $10.1M. The stake represents 0.08% of the portfolio and ranks #203 among its holdings.

1,451 funds tracked by Wall St. Rank hold PSX as of Q1 2022.

Amalgamated Financial held 117,332 shares of Phillips 66 worth $10.1M as of Q1 2022.
Phillips 66 was a new Amalgamated Financial position in Q1 2022.
Phillips 66 made up 0.08% of Amalgamated Financial's portfolio in Q1 2022, its #203 holding.
1,451 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.