Echo Street Capital Management’s Phillips 66 PSX Stock Holding History

Echo Street Capital 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 Q3	–	Sell	-6,580	Closed	-$628K	–	553
2023 Q2	$628K	Sell	6,580 -891	-12%	-$86.6K	0.01%	216
2023 Q1	$757K	Buy	+7,471	New	+$760K	0.01%	164
2022 Q4	–	Sell	-3,812	Closed	-$308K	–	621
2022 Q3	$308K	Buy	+3,812	New	+$325K	﹤0.01%	393
2022 Q1	–	Sell	-7,934	Closed	-$575K	–	717
2021 Q4	$575K	Sell	7,934 -2,971	-27%	-$225K	﹤0.01%	375
2021 Q3	$764K	Buy	10,905 +2,423	+29%	+$175K	0.01%	305
2021 Q2	$728K	Buy	+8,482	New	+$716K	0.01%	264
2020 Q3	–	Sell	-18,292	Closed	-$1.31M	–	315
2020 Q2	$1.31M	Buy	+18,292	New	+$1.3M	0.02%	226

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Echo Street Capital Management's PSX Position: Q3 2023 in Review

Echo Street Capital Management sold out of Phillips 66 (PSX) in Q3 2023, closing a stake of 6,580 shares — an estimated $628K sold.

Echo Street Capital Management first reported a position in PSX in Q2 2020 and held it in 7 quarters. The position peaked at $1.31M in Q2 2020. 1,662 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

Echo Street Capital Management reported no remaining Phillips 66 position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 6,580 Phillips 66 shares in Q3 2023, an estimated $628K.
Echo Street Capital Management first reported a position in Phillips 66 in Q2 2020 and held it in 7 quarters.
Echo Street Capital Management's Phillips 66 position peaked at $1.31M in Q2 2020.
1,662 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.