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Mariner Independent Advisor Network’s Phillips 66 PSX Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$1.02M Buy
12,673
+638
+5% +$54.4K 0.04% 358
2022
Q2 		$990K Buy
12,035
+1,604
+15% +$148K 0.04% 369
2022
Q1 		$897K Sell
10,431
-1,067
-9% -$89.8K 0.03% 370
2021
Q4 		$853K Buy
+11,498
New +$869K 0.04% 347
2020
Q2 		– Sell
-15,589
Closed -$787K – 358
2020
Q1 		$787K Buy
15,589
+3,460
+29% +$282K 0.07% 236
2019
Q4 		$1.35M Buy
12,129
+233
+2% +$26.2K 0.1% 217
2019
Q3 		$1.21M Sell
11,896
-1
-0% -$100 0.09% 231
2019
Q2 		$1.12M Sell
11,897
-139
-1% -$12.5K 0.08% 224
2019
Q1 		$1.15M Buy
12,036
+753
+7% +$71.6K 0.1% 218
2018
Q4 		$1.02M Buy
+11,283
New +$1.1M 0.09% 224
2018
Q2 		– Sell
-20,982
Closed -$2.01M – 275
2018
Q1 		$2.01M Buy
20,982
+9,189
+78% +$894K 0.12% 138
2017
Q4 		$1.19M Buy
+11,793
New +$1.12M 0.12% 165
2015
Q1 		– Sell
-6,282
Closed -$450K – 144
2014
Q4 		$450K Buy
6,282
+1,266
+25% +$93.4K 0.21% 89
2014
Q3 		$408K Sell
5,016
-1,044
-17% -$86.9K 0.21% 75
2014
Q2 		$487K Buy
+6,060
New +$499K 0.24% 68

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
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
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

Mariner Independent Advisor Network's PSX Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Phillips 66 (PSX) stake by 5.3% in Q3 2022, buying an estimated $54.4K and bringing the position to 12,673 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #358.

Mariner Independent Advisor Network first reported a position in PSX in Q2 2014 and has held it in 15 quarters since. The position peaked at $2.01M in Q1 2018. 1,418 funds tracked by Wall St. Rank hold PSX as of Q3 2022.

  • Mariner Independent Advisor Network held 12,673 shares of Phillips 66 worth $1.02M as of Q3 2022.
  • Mariner Independent Advisor Network bought 638 Phillips 66 shares in Q3 2022, an estimated $54.4K.
  • Phillips 66 made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #358 holding.
  • Mariner Independent Advisor Network first reported a position in Phillips 66 in Q2 2014 and has held it in 15 quarters since.
  • Mariner Independent Advisor Network's Phillips 66 position peaked at $2.01M in Q1 2018.
  • 1,418 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.