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J. Goldman & Co’s Phillips 66 PSX Stock Holding History

J. Goldman & Co’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
Q2 		– Sell
-307,624
Closed -$26.6M – 440
2022
Q1 		$26.6M Buy
+307,624
New +$25.9M 1.21% 14
2021
Q4 		– Sell
-120,121
Closed -$8.41M – 417
2021
Q3 		$8.41M Buy
120,121
+117,544
+4,561% +$8.51M 0.42% 64
2021
Q2 		$221K Buy
+2,577
New +$218K 0.01% 355

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

J. Goldman & Co's PSX Position: Q2 2022 in Review

J. Goldman & Co sold out of Phillips 66 (PSX) in Q2 2022, closing a stake of 307,624 shares — an estimated $26.6M sold.

J. Goldman & Co first reported a position in PSX in Q2 2021 and held it in 3 quarters. The position peaked at $26.6M in Q1 2022. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

  • J. Goldman & Co reported no remaining Phillips 66 position as of Q2 2022 after selling out during the quarter.
  • J. Goldman & Co sold 307,624 Phillips 66 shares in Q2 2022, an estimated $26.6M.
  • J. Goldman & Co first reported a position in Phillips 66 in Q2 2021 and held it in 3 quarters.
  • J. Goldman & Co's Phillips 66 position peaked at $26.6M in Q1 2022.
  • 1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on J. Goldman & Co's 13F filing for Q2 2022, filed 15 Aug 2022.