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Lansdowne Partners (UK)’s Phillips 66 PSX Stock Holding History

Lansdowne Partners (UK)’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
2021
Q1 		– Sell
-274,704
Closed -$19.2M – 47
2020
Q4 		$19.2M Buy
+274,704
New +$16.1M 0.62% 27
2019
Q4 		– Sell
-310,380
Closed -$31.8M – 28
2019
Q3 		$31.8M Buy
310,380
+93,812
+43% +$9.4M 0.85% 16
2019
Q2 		$20.3M Buy
+216,568
New +$19.4M 0.5% 21

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lansdowne Partners (UK)'s PSX Position: Q1 2021 in Review

Lansdowne Partners (UK) sold out of Phillips 66 (PSX) in Q1 2021, closing a stake of 274,704 shares — an estimated $19.2M sold.

Lansdowne Partners (UK) first reported a position in PSX in Q2 2019 and held it in 3 quarters. The position peaked at $31.8M in Q3 2019. 1,272 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

  • Lansdowne Partners (UK) reported no remaining Phillips 66 position as of Q1 2021 after selling out during the quarter.
  • Lansdowne Partners (UK) sold 274,704 Phillips 66 shares in Q1 2021, an estimated $19.2M.
  • Lansdowne Partners (UK) first reported a position in Phillips 66 in Q2 2019 and held it in 3 quarters.
  • Lansdowne Partners (UK)'s Phillips 66 position peaked at $31.8M in Q3 2019.
  • 1,272 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on Lansdowne Partners (UK)'s 13F filing for Q1 2021, filed 13 May 2021.