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Brookfield Corp’s Phillips 66 PSX Stock Holding History

Brookfield Corp’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
2023
Q2 		– Sell
-2,106
Closed -$214K – 725
2023
Q1 		$214K Buy
+2,106
New +$214K ﹤0.01% 651
2014
Q4 		– Sell
-50,600
Closed -$4.11M – 203
2014
Q3 		$4.11M Buy
+50,600
New +$4.21M 0.02% 106

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brookfield Corp's PSX Position: Q2 2023 in Review

Brookfield Corp sold out of Phillips 66 (PSX) in Q2 2023, closing a stake of 2,106 shares — an estimated $214K sold.

Brookfield Corp first reported a position in PSX in Q3 2014 and held it in 2 quarters. The position peaked at $4.11M in Q3 2014. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

  • Brookfield Corp reported no remaining Phillips 66 position as of Q2 2023 after selling out during the quarter.
  • Brookfield Corp sold 2,106 Phillips 66 shares in Q2 2023, an estimated $214K.
  • Brookfield Corp first reported a position in Phillips 66 in Q3 2014 and held it in 2 quarters.
  • Brookfield Corp's Phillips 66 position peaked at $4.11M in Q3 2014.
  • 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on Brookfield Corp's 13F filing for Q2 2023, filed 14 Aug 2023.