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Cornerstone Management’s Phillips 66 PSX Stock Holding History

Cornerstone Management’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
-210
Closed -$21.3K – 198
2023
Q1 		$21.3K Hold
210
– – 0.01% 132
2022
Q4 		$21.9K Hold
210
– – 0.01% 125
2022
Q3 		$17K Hold
210
– – ﹤0.01% 144
2022
Q2 		$17.2K Hold
210
– – ﹤0.01% 151
2022
Q1 		$18.1K Hold
210
– – ﹤0.01% 157
2021
Q4 		$15.2K Buy
+210
New +$15.9K ﹤0.01% 142

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Management's PSX Position: Q2 2023 in Review

Cornerstone Management sold out of Phillips 66 (PSX) in Q2 2023, closing a stake of 210 shares — an estimated $21.3K sold.

Cornerstone Management first reported a position in PSX in Q4 2021 and held it in 6 quarters. The position peaked at $21.9K in Q4 2022. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

  • Cornerstone Management reported no remaining Phillips 66 position as of Q2 2023 after selling out during the quarter.
  • Cornerstone Management sold 210 Phillips 66 shares in Q2 2023, an estimated $21.3K.
  • Cornerstone Management first reported a position in Phillips 66 in Q4 2021 and held it in 6 quarters.
  • Cornerstone Management's Phillips 66 position peaked at $21.9K in Q4 2022.
  • 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on Cornerstone Management's 13F filing for Q2 2023, filed 10 Aug 2023.