Granite Investment Advisors’s Phillips 66 PSX Stock Holding History

Granite Investment Advisors’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
2021 Q3	$635K	Sell	9,074 -1,000	-10%	-$72.4K	0.1%	121
2021 Q2	$865K	Sell	10,074 -700	-6%	-$59.1K	0.14%	114
2021 Q1	$879K	Sell	10,774 -1,800	-14%	-$141K	0.15%	107
2020 Q4	$879K	Sell	12,574 -9,310	-43%	-$547K	0.16%	111
2020 Q3	$1.13M	Buy	+21,884	New	+$1.34M	0.22%	100
2018 Q2	–	Sell	-2,108	Closed	-$202K	–	172
2018 Q1	$202K	Hold	2,108	–	–	0.04%	169
2017 Q4	$213K	Buy	+2,108	New	+$200K	0.04%	173

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Granite Investment Advisors's PSX Position: Q3 2021 in Review

Granite Investment Advisors reduced its Phillips 66 (PSX) stake by 9.9% in Q3 2021, selling an estimated $72.4K and leaving 9,074 shares worth $635K. The position accounts for 0.1% of the portfolio, ranked #121.

Granite Investment Advisors first reported a position in PSX in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.13M in Q3 2020. 1,237 funds tracked by Wall St. Rank hold PSX as of Q3 2021.

Granite Investment Advisors held 9,074 shares of Phillips 66 worth $635K as of Q3 2021.
Granite Investment Advisors sold 1,000 Phillips 66 shares in Q3 2021, an estimated $72.4K.
Phillips 66 made up 0.1% of Granite Investment Advisors's portfolio in Q3 2021, its #121 holding.
Granite Investment Advisors first reported a position in Phillips 66 in Q4 2017 and has held it in 7 quarters since.
Granite Investment Advisors's Phillips 66 position peaked at $1.13M in Q3 2020.
1,237 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2021.

Based on Granite Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.