Houlihan Financial Resource Group’s Phillips 66 PSX Stock Holding History

Houlihan Financial Resource 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
2020 Q3	$46K	Buy	+777	New	+$47.4K	0.03%	176

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Houlihan Financial Resource Group's PSX Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Phillips 66 (PSX) in Q3 2020: 777 shares worth $46K. The stake represents 0.03% of the portfolio and ranks #176 among its holdings.

1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

Houlihan Financial Resource Group held 777 shares of Phillips 66 worth $46K as of Q3 2020.
Phillips 66 was a new Houlihan Financial Resource Group position in Q3 2020.
Phillips 66 made up 0.03% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #176 holding.
1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.