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Carmignac Gestion’s Phillips 66 PSX Stock Holding History

Carmignac Gestion’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
Q2 		– Sell
-18,177
Closed -$975K – 140
2020
Q1 		$975K Sell
18,177
-68,594
-79% -$5.58M 0.02% 100
2019
Q4 		$9.67M Hold
86,771
– – 0.13% 57
2019
Q3 		$8.88M Hold
86,771
– – 0.11% 63
2019
Q2 		$8.12M Hold
86,771
– – 0.1% 65
2019
Q1 		$8.26M Sell
86,771
-9,820
-10% -$933K 0.1% 70
2018
Q4 		$8.32M Hold
96,591
– – 0.13% 61
2018
Q3 		$10.9M Buy
96,591
+6,591
+7% +$762K 0.09% 72
2018
Q2 		$10.1M Buy
+90,000
New +$10.1M 0.08% 73

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Carmignac Gestion's PSX Position: Q2 2020 in Review

Carmignac Gestion sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 18,177 shares — an estimated $975K sold.

Carmignac Gestion first reported a position in PSX in Q2 2018 and held it in 8 quarters. The position peaked at $10.9M in Q3 2018. 1,270 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

  • Carmignac Gestion reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
  • Carmignac Gestion sold 18,177 Phillips 66 shares in Q2 2020, an estimated $975K.
  • Carmignac Gestion first reported a position in Phillips 66 in Q2 2018 and held it in 8 quarters.
  • Carmignac Gestion's Phillips 66 position peaked at $10.9M in Q3 2018.
  • 1,270 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on Carmignac Gestion's 13F filing for Q2 2020, filed 13 Aug 2020.