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LGT Group Foundation’s Phillips 66 PSX Stock Holding History

LGT Group Foundation’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
Q1 		– Sell
-2,900
Closed -$210K – 310
2021
Q4 		$210K Buy
+2,900
New +$219K 0.01% 265

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

LGT Group Foundation's PSX Position: Q1 2022 in Review

LGT Group Foundation sold out of Phillips 66 (PSX) in Q1 2022, closing a stake of 2,900 shares — an estimated $210K sold.

LGT Group Foundation first reported a position in PSX in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 1,450 funds tracked by Wall St. Rank hold PSX as of Q1 2022.

  • LGT Group Foundation reported no remaining Phillips 66 position as of Q1 2022 after selling out during the quarter.
  • LGT Group Foundation sold 2,900 Phillips 66 shares in Q1 2022, an estimated $210K.
  • LGT Group Foundation first reported a position in Phillips 66 in Q4 2021 and held it in 1 quarter.
  • LGT Group Foundation's Phillips 66 position peaked at $210K in Q4 2021.
  • 1,450 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2022.

Based on LGT Group Foundation's 13F filing for Q1 2022, filed 11 May 2022.