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Duff & Phelps Investment Management’s Phillips 66 PSX Stock Holding History

Duff & Phelps Investment 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
2022
Q3 		– Sell
-6,729
Closed -$552K – 243
2022
Q2 		$552K Buy
6,729
+1,054
+19% +$97.5K 0.01% 196
2022
Q1 		$490K Buy
+5,675
New +$477K 0.01% 204
2021
Q2 		– Sell
-80,250
Closed -$6.54M – 218
2021
Q1 		$6.54M Sell
80,250
-900
-1% -$70.6K 0.09% 112
2020
Q4 		$5.68M Hold
81,150
– – 0.08% 114
2020
Q3 		$4.21M Buy
+81,150
New +$4.95M 0.07% 117

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Duff & Phelps Investment Management's PSX Position: Q3 2022 in Review

Duff & Phelps Investment Management sold out of Phillips 66 (PSX) in Q3 2022, closing a stake of 6,729 shares — an estimated $552K sold.

Duff & Phelps Investment Management first reported a position in PSX in Q3 2020 and held it in 5 quarters. The position peaked at $6.54M in Q1 2021. 1,417 funds tracked by Wall St. Rank hold PSX as of Q3 2022.

  • Duff & Phelps Investment Management reported no remaining Phillips 66 position as of Q3 2022 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 6,729 Phillips 66 shares in Q3 2022, an estimated $552K.
  • Duff & Phelps Investment Management first reported a position in Phillips 66 in Q3 2020 and held it in 5 quarters.
  • Duff & Phelps Investment Management's Phillips 66 position peaked at $6.54M in Q1 2021.
  • 1,417 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2022.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.