First Reserve GP XIII’s Phillips 66 PSX Stock Holding History

First Reserve GP XIII’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 Q2	–	Sell	-2,145,678	Closed	-$185M	–	1
2022 Q1	$185M	Buy	+2,145,678	New	+$181M	100%	1

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

First Reserve GP XIII's PSX Position: Q2 2022 in Review

First Reserve GP XIII sold out of Phillips 66 (PSX) in Q2 2022, closing a stake of 2,145,678 shares — an estimated $185M sold.

First Reserve GP XIII first reported a position in PSX in Q1 2022 and held it in 1 quarter. The position peaked at $185M in Q1 2022. 1,444 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

First Reserve GP XIII reported no remaining Phillips 66 position as of Q2 2022 after selling out during the quarter.
First Reserve GP XIII sold 2,145,678 Phillips 66 shares in Q2 2022, an estimated $185M.
First Reserve GP XIII first reported a position in Phillips 66 in Q1 2022 and held it in 1 quarter.
First Reserve GP XIII's Phillips 66 position peaked at $185M in Q1 2022.
1,444 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on First Reserve GP XIII's 13F filing for Q2 2022.