Insight Inv LLC’s Phillips 66 PSX Stock Holding History

Insight Inv LLC’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 Q3	–	Sell	-19	Closed	-$2K	–	147
2022 Q2	$2K	Buy	+19	New	+$1.76K	﹤0.01%	157

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Insight Inv LLC's PSX Position: Q3 2022 in Review

Insight Inv LLC sold out of Phillips 66 (PSX) in Q3 2022, closing a stake of 19 shares — an estimated $2K sold.

Insight Inv LLC first reported a position in PSX in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 1,417 funds tracked by Wall St. Rank hold PSX as of Q3 2022.

Insight Inv LLC reported no remaining Phillips 66 position as of Q3 2022 after selling out during the quarter.
Insight Inv LLC sold 19 Phillips 66 shares in Q3 2022, an estimated $2K.
Insight Inv LLC first reported a position in Phillips 66 in Q2 2022 and held it in 1 quarter.
Insight Inv LLC's Phillips 66 position peaked at $2K in Q2 2022.
1,417 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2022.

Based on Insight Inv LLC's 13F filing for Q3 2022, filed 9 Nov 2022.