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Jupiter Investment Management’s Phillips 66 PSX Stock Holding History

Jupiter Investment Management’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
2019
Q3 		– Sell
-208
Closed -$19K – 484
2019
Q2 		$19K Sell
208
-695,546
-100% -$62.4M ﹤0.01% 330
2019
Q1 		$66.2M Sell
695,754
-52,875
-7% -$5.03M 0.61% 54
2018
Q4 		$64.5M Buy
748,629
+58,614
+8% +$5.73M 0.57% 58
2018
Q3 		$77.8M Buy
690,015
+659,108
+2,133% +$76.2M 0.53% 66
2018
Q2 		$3.47M Buy
+30,907
New +$3.47M 0.02% 229
2018
Q1 		– Sell
-4,600
Closed -$465K – 429
2017
Q4 		$465K Buy
+4,600
New +$437K ﹤0.01% 293
2016
Q3 		– Sell
-2,838
Closed -$225K – 437
2016
Q2 		$225K Buy
+2,838
New +$232K ﹤0.01% 367
2015
Q4 		– Sell
-3,900
Closed -$299K – 357
2015
Q3 		$299K Buy
+3,900
New +$310K 0.01% 271
2015
Q2 		– Sell
-140,404
Closed -$11M – 353
2015
Q1 		$11M Sell
140,404
-19,223
-12% -$1.41M 0.35% 77
2014
Q4 		$11.4M Buy
159,627
+144,227
+937% +$10.6M 0.41% 77
2014
Q3 		$1.25M Sell
15,400
-15,300
-50% -$1.27M 0.06% 213
2014
Q2 		$2.47M Sell
30,700
-37,235
-55% -$3.07M 0.14% 148
2014
Q1 		$5.24M Buy
+67,935
New +$5.17M 0.35% 92
2013
Q4 		– Sell
-66,800
Closed -$3.86M – 392
2013
Q3 		$3.86M Buy
+66,800
New +$3.87M 0.37% 110

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jupiter Investment Management's PSX Position: Q3 2019 in Review

Jupiter Investment Management sold out of Phillips 66 (PSX) in Q3 2019, closing a stake of 208 shares — an estimated $19K sold.

Jupiter Investment Management first reported a position in PSX in Q3 2013 and held it in 14 quarters. The position peaked at $77.8M in Q3 2018. 1,389 funds tracked by Wall St. Rank hold PSX as of Q3 2019.

  • Jupiter Investment Management reported no remaining Phillips 66 position as of Q3 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 208 Phillips 66 shares in Q3 2019, an estimated $19K.
  • Jupiter Investment Management first reported a position in Phillips 66 in Q3 2013 and held it in 14 quarters.
  • Jupiter Investment Management's Phillips 66 position peaked at $77.8M in Q3 2018.
  • 1,389 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2019.

Based on Jupiter Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.