FIM
PSX icon

Frontier Investment Management’s Phillips 66 PSX Stock Holding History

Frontier 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
2020
Q2 		$9.86M Buy
137,143
+127,578
+1,334% +$9.03M 0.61% 48
2020
Q1 		$513K Buy
9,565
+1,734
+22% +$141K 0.04% 136
2019
Q4 		$872K Buy
7,831
+67
+0.9% +$7.53K 0.05% 129
2019
Q3 		$795K Buy
7,764
+718
+10% +$72K 0.05% 124
2019
Q2 		$659K Buy
7,046
+16
+0.2% +$1.44K 0.04% 134
2019
Q1 		$669K Buy
7,030
+910
+15% +$86.5K 0.04% 146
2018
Q4 		$527K Sell
6,120
-199
-3% -$19.4K 0.04% 159
2018
Q3 		$712K Buy
6,319
+52
+0.8% +$6.01K 0.05% 151
2018
Q2 		$704K Buy
6,267
+478
+8% +$53.7K 0.05% 140
2018
Q1 		$555K Sell
5,789
-892
-13% -$86.8K 0.05% 141
2017
Q4 		$676K Buy
6,681
+143
+2% +$13.6K 0.06% 137
2017
Q3 		$599K Sell
6,538
-240,649
-97% -$20.4M 0.05% 139
2017
Q2 		$20.4M Sell
247,187
-1,099
-0.4% -$86.3K 1.92% 13
2017
Q1 		$19.6M Buy
248,286
+8,947
+4% +$721K 1.91% 15
2016
Q4 		$20.6M Buy
239,339
+7,274
+3% +$605K 1.96% 10
2016
Q3 		$187M Buy
232,065
+20,884
+10% +$1.62M 1.65% 10
2016
Q2 		$16.7M Buy
211,181
+7,744
+4% +$632K 2.08% 9
2016
Q1 		$17.6M Buy
203,437
+4,890
+2% +$397K 2.34% 7
2015
Q4 		$16.2M Sell
198,547
-2,233
-1% -$193K 2.52% 9
2015
Q3 		$15.4M Buy
200,780
+9,541
+5% +$758K 2.57% 7
2015
Q2 		$15.4M Buy
191,239
+2,333
+1% +$185K 1.79% 10
2015
Q1 		$15M Buy
188,906
+16,703
+10% +$1.23M 2.11% 10
2014
Q4 		$12.3M Buy
172,203
+32,177
+23% +$2.37M 2.09% 13
2014
Q3 		$11.4M Sell
140,026
-22,528
-14% -$1.88M 1.83% 14
2014
Q2 		$13.1M Sell
162,554
-15,179
-9% -$1.25M 2.06% 9
2014
Q1 		$13.7M Buy
177,733
+29,496
+20% +$2.25M 2.42% 7
2013
Q4 		$11.4M Buy
148,237
+118,102
+392% +$7.88M 2.14% 16
2013
Q3 		$1.74M Buy
30,135
+2,857
+10% +$166K 0.32% 50
2013
Q2 		$1.61M Buy
+27,278
New +$1.71M 0.32% 52

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Frontier Investment Management's PSX Position: Q2 2020 in Review

Frontier Investment Management increased its Phillips 66 (PSX) stake by 1,334% in Q2 2020, buying an estimated $9.03M and bringing the position to 137,143 shares worth $9.86M. The position accounts for 0.61% of the portfolio, ranked #48.

Frontier Investment Management first reported a position in PSX in Q2 2013 and has held it in 29 quarters since. The position peaked at $187M in Q3 2016. 1,269 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

  • Frontier Investment Management held 137,143 shares of Phillips 66 worth $9.86M as of Q2 2020.
  • Frontier Investment Management bought 127,578 Phillips 66 shares in Q2 2020, an estimated $9.03M.
  • Phillips 66 made up 0.61% of Frontier Investment Management's portfolio in Q2 2020, its #48 holding.
  • Frontier Investment Management first reported a position in Phillips 66 in Q2 2013 and has held it in 29 quarters since.
  • Frontier Investment Management's Phillips 66 position peaked at $187M in Q3 2016.
  • 1,269 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.