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Manchester Financial’s Phillips 66 PSX Stock Holding History

Manchester Financial’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 		– Sell
-361
Closed -$29K – 497
2021
Q1 		$29K Hold
361
– – 0.01% 256
2020
Q4 		$25K Buy
361
+30
+9% +$1.76K 0.02% 249
2020
Q3 		$17K Hold
331
– – 0.01% 257
2020
Q2 		$24K Buy
331
+30
+10% +$2.12K 0.02% 209
2020
Q1 		$16K Sell
301
-42
-12% -$3.42K 0.01% 239
2019
Q4 		$38K Buy
+343
New +$38.5K 0.01% 175
2019
Q3 		– Sell
-343
Closed -$32K – 341
2019
Q2 		$32K Buy
+343
New +$30.8K 0.01% 191

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

Manchester Financial's PSX Position: Q2 2021 in Review

Manchester Financial sold out of Phillips 66 (PSX) in Q2 2021, closing a stake of 361 shares — an estimated $29K sold.

Manchester Financial first reported a position in PSX in Q2 2019 and held it in 7 quarters. The position peaked at $38K in Q4 2019. 1,324 funds tracked by Wall St. Rank hold PSX as of Q2 2021.

  • Manchester Financial reported no remaining Phillips 66 position as of Q2 2021 after selling out during the quarter.
  • Manchester Financial sold 361 Phillips 66 shares in Q2 2021, an estimated $29K.
  • Manchester Financial first reported a position in Phillips 66 in Q2 2019 and held it in 7 quarters.
  • Manchester Financial's Phillips 66 position peaked at $38K in Q4 2019.
  • 1,324 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.