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Bivin & Associates’s Phillips 66 PSX Stock Holding History

Bivin & Associates’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
Q2 		$469K Buy
5,720
+200
+4% +$18.5K 0.5% 45
2022
Q1 		$477K Hold
5,520
– – 0.44% 45
2021
Q4 		$400K Buy
+5,520
New +$417K 0.35% 48

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bivin & Associates's PSX Position: Q2 2022 in Review

Bivin & Associates increased its Phillips 66 (PSX) stake by 3.6% in Q2 2022, buying an estimated $18.5K and bringing the position to 5,720 shares worth $469K. The position accounts for 0.5% of the portfolio, ranked #45.

Bivin & Associates first reported a position in PSX in Q4 2021 and has held it in 3 quarters since. The position peaked at $477K in Q1 2022. 1,444 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

  • Bivin & Associates held 5,720 shares of Phillips 66 worth $469K as of Q2 2022.
  • Bivin & Associates bought 200 Phillips 66 shares in Q2 2022, an estimated $18.5K.
  • Phillips 66 made up 0.5% of Bivin & Associates's portfolio in Q2 2022, its #45 holding.
  • Bivin & Associates first reported a position in Phillips 66 in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Phillips 66 position peaked at $477K in Q1 2022.
  • 1,444 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.