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Gyroscope Capital Management Group’s Phillips 66 PSX Stock Holding History

Gyroscope Capital Management Group’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
-96,387
Closed -$9.19M – 239
2023
Q2 		$9.19M Buy
96,387
+6,139
+7% +$597K 2.12% 16
2023
Q1 		$9.15M Buy
90,248
+2,811
+3% +$286K 2.33% 9
2022
Q4 		$9.1M Sell
87,437
-6,170
-7% -$631K 2.76% 10
2022
Q3 		$7.56M Buy
93,607
+5,697
+6% +$486K 2.92% 7
2022
Q2 		$7.21M Sell
87,910
-7,497
-8% -$694K 2.48% 12
2022
Q1 		$8.24M Buy
95,407
+13,881
+17% +$1.17M 2.83% 7
2021
Q4 		$5.91M Buy
+81,526
New +$6.16M 2.08% 20

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gyroscope Capital Management Group's PSX Position: Q3 2023 in Review

Gyroscope Capital Management Group sold out of Phillips 66 (PSX) in Q3 2023, closing a stake of 96,387 shares — an estimated $9.19M sold.

Gyroscope Capital Management Group first reported a position in PSX in Q4 2021 and held it in 7 quarters. The position peaked at $9.19M in Q2 2023. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • Gyroscope Capital Management Group reported no remaining Phillips 66 position as of Q3 2023 after selling out during the quarter.
  • Gyroscope Capital Management Group sold 96,387 Phillips 66 shares in Q3 2023, an estimated $9.19M.
  • Gyroscope Capital Management Group first reported a position in Phillips 66 in Q4 2021 and held it in 7 quarters.
  • Gyroscope Capital Management Group's Phillips 66 position peaked at $9.19M in Q2 2023.
  • 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.