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Charles D. Hyman’s Phillips 66 PSX Stock Holding History

Charles D. Hyman’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
2024
Q2 		$23.9M Sell
169,271
-500
-0.3% -$74K 1.33% 22
2024
Q1 		$27.7M Buy
169,771
+35
+0% +$5.04K 1.53% 21
2023
Q4 		$22.6M Sell
169,736
-1,805
-1% -$216K 1.35% 21
2023
Q3 		$20.6M Buy
171,541
+130
+0.1% +$14.6K 1.34% 22
2023
Q2 		$16.3M Buy
171,411
+875
+0.5% +$85.1K 1.02% 31
2023
Q1 		$17.3M Buy
170,536
+300
+0.2% +$30.5K 1.15% 29
2022
Q4 		$17.7M Buy
170,236
+670
+0.4% +$68.5K 1.21% 29
2022
Q3 		$13.7M Buy
169,566
+12,371
+8% +$1.05M 1.05% 32
2022
Q2 		$12.9M Buy
157,195
+564
+0.4% +$52.2K 0.94% 36
2022
Q1 		$13.5M Buy
156,631
+2,301
+1% +$194K 0.85% 38
2021
Q4 		$11.2M Sell
154,330
-7,602
-5% -$575K 0.71% 40
2021
Q3 		$11.3M Buy
161,932
+10,328
+7% +$748K 0.79% 38
2021
Q2 		$13M Sell
151,604
-2,135
-1% -$180K 0.91% 35
2021
Q1 		$12.5M Buy
153,739
+4,585
+3% +$360K 0.92% 36
2020
Q4 		$10.4M Sell
149,154
-6,346
-4% -$373K 0.84% 35
2020
Q3 		$8.06M Sell
155,500
-4,902
-3% -$299K 0.71% 37
2020
Q2 		$11.5M Sell
160,402
-506
-0.3% -$35.8K 1.11% 31
2020
Q1 		$8.63M Sell
160,908
-57
-0% -$4.64K 1.08% 32
2019
Q4 		$17.9M Buy
160,965
+12,577
+8% +$1.41M 1.76% 21
2019
Q3 		$15.2M Buy
148,388
+46,555
+46% +$4.67M 1.59% 24
2019
Q2 		$9.53M Sell
101,833
-134
-0.1% -$12K 0.99% 34
2019
Q1 		$9.7M Buy
101,967
+2,237
+2% +$213K 1% 33
2018
Q4 		$8.59M Sell
99,730
-2,840
-3% -$277K 1.02% 34
2018
Q3 		$11.6M Sell
102,570
-708
-0.7% -$81.8K 1.2% 30
2018
Q2 		$11.6M Sell
103,278
-270
-0.3% -$30.4K 1.3% 26
2018
Q1 		$9.93M Sell
103,548
-575
-0.6% -$56K 1.14% 33
2017
Q4 		$10.5M Buy
104,123
+50
+0% +$4.75K 1.21% 30
2017
Q3 		$9.53M Sell
104,073
-3,055
-3% -$259K 1.18% 35
2017
Q2 		$8.86M Sell
107,128
-995
-0.9% -$78.1K 1.13% 37
2017
Q1 		$8.57M Sell
108,123
-947
-0.9% -$76.3K 1.14% 40
2016
Q4 		$9.43M Sell
109,070
-1,072
-1% -$89.1K 1.33% 34
2016
Q3 		$8.87M Sell
110,142
-412
-0.4% -$32K 1.32% 34
2016
Q2 		$8.77M Sell
110,554
-2,864
-3% -$234K 1.31% 32
2016
Q1 		$9.82M Sell
113,418
-115
-0.1% -$9.35K 1.55% 22
2015
Q4 		$9.29M Sell
113,533
-1,675
-1% -$145K 1.53% 23
2015
Q3 		$8.85M Sell
115,208
-2,245
-2% -$178K 1.55% 23
2015
Q2 		$9.46M Sell
117,453
-161
-0.1% -$12.8K 1.52% 25
2015
Q1 		$9.24M Sell
117,614
-58
-0% -$4.26K 1.48% 26
2014
Q4 		$8.44M Sell
117,672
-2,800
-2% -$207K 1.36% 30
2014
Q3 		$9.8M Sell
120,472
-2,575
-2% -$214K 1.64% 19
2014
Q2 		$9.9M Sell
123,047
-710
-0.6% -$58.5K 1.67% 19
2014
Q1 		$9.54M Buy
123,757
+147
+0.1% +$11.2K 1.72% 18
2013
Q4 		$9.53M Sell
123,610
-680
-0.5% -$45.4K 1.75% 17
2013
Q3 		$7.19M Sell
124,290
-2,924
-2% -$170K 1.42% 24
2013
Q2 		$7.49M Buy
+127,214
New +$7.99M 1.54% 21

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles D. Hyman's PSX Position: Q2 2024 in Review

Charles D. Hyman reduced its Phillips 66 (PSX) stake by 0.29% in Q2 2024, selling an estimated $74K and leaving 169,271 shares worth $23.9M. The position accounts for 1.33% of the portfolio, ranked #22.

Charles D. Hyman first reported a position in PSX in Q2 2013 and has held it in 45 quarters since. The position peaked at $27.7M in Q1 2024. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Charles D. Hyman held 169,271 shares of Phillips 66 worth $23.9M as of Q2 2024.
  • Charles D. Hyman sold 500 Phillips 66 shares in Q2 2024, an estimated $74K.
  • Phillips 66 made up 1.33% of Charles D. Hyman's portfolio in Q2 2024, its #22 holding.
  • Charles D. Hyman first reported a position in Phillips 66 in Q2 2013 and has held it in 45 quarters since.
  • Charles D. Hyman's Phillips 66 position peaked at $27.7M in Q1 2024.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.