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M&G Investment Management’s Phillips 66 PSX Stock Holding History

M&G 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
2021
Q4 		– Sell
-83,365
Closed -$5.84K – 685
2021
Q3 		$5.84K Sell
83,365
-10,466
-11% -$758K 0.01% 384
2021
Q2 		$8.07K Buy
+93,831
New +$7.92M 0.02% 297
2020
Q2 		– Sell
-12,024
Closed -$649K – 436
2020
Q1 		$649K Sell
12,024
-647
-5% -$52.7K 0.01% 317
2019
Q4 		$1.41M Buy
+12,671
New +$1.42M 0.01% 292

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&G Investment Management's PSX Position: Q4 2021 in Review

M&G Investment Management sold out of Phillips 66 (PSX) in Q4 2021, closing a stake of 83,365 shares — an estimated $5.84K sold.

M&G Investment Management first reported a position in PSX in Q4 2019 and held it in 4 quarters. The position peaked at $1.41M in Q4 2019. 1,357 funds tracked by Wall St. Rank hold PSX as of Q4 2021.

  • M&G Investment Management reported no remaining Phillips 66 position as of Q4 2021 after selling out during the quarter.
  • M&G Investment Management sold 83,365 Phillips 66 shares in Q4 2021, an estimated $5.84K.
  • M&G Investment Management first reported a position in Phillips 66 in Q4 2019 and held it in 4 quarters.
  • M&G Investment Management's Phillips 66 position peaked at $1.41M in Q4 2019.
  • 1,357 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.

Based on M&G Investment Management's 13F filing for Q4 2021, filed 18 Jan 2022.