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MACRO Consulting Group’s Phillips 66 PSX Stock Holding History

MACRO Consulting Group’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
Q2 		$2.27M Buy
26,500
+897
+4% +$75.7K 1.17% 24
2021
Q1 		$2.09M Buy
25,603
+9,544
+59% +$749K 1.13% 29
2020
Q4 		$1.12M Sell
16,059
-8,309
-34% -$488K 0.65% 45
2020
Q3 		$1.14M Buy
24,368
+2,778
+13% +$170K 0.75% 46
2020
Q2 		$1.55M Buy
21,590
+867
+4% +$61.4K 1.08% 34
2020
Q1 		$1.52M Buy
+20,723
New +$1.69M 1.17% 33

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

MACRO Consulting Group's PSX Position: Q2 2021 in Review

MACRO Consulting Group increased its Phillips 66 (PSX) stake by 3.5% in Q2 2021, buying an estimated $75.7K and bringing the position to 26,500 shares worth $2.27M. The position accounts for 1.17% of the portfolio, ranked #24.

MACRO Consulting Group first reported a position in PSX in Q1 2020 and has held it in 6 quarters since. 1,325 funds tracked by Wall St. Rank hold PSX as of Q2 2021.

  • MACRO Consulting Group held 26,500 shares of Phillips 66 worth $2.27M as of Q2 2021.
  • MACRO Consulting Group bought 897 Phillips 66 shares in Q2 2021, an estimated $75.7K.
  • Phillips 66 made up 1.17% of MACRO Consulting Group's portfolio in Q2 2021, its #24 holding.
  • MACRO Consulting Group first reported a position in Phillips 66 in Q1 2020 and has held it in 6 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.