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Maverick Capital’s Phillips 66 PSX Stock Holding History

Maverick Capital’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
2023
Q3 		– Sell
-5,119
Closed -$488K – 455
2023
Q2 		$488K Buy
+5,119
New +$498K 0.01% 238
2021
Q4 		– Sell
-21,765
Closed -$1.52M – 565
2021
Q3 		$1.52M Buy
+21,765
New +$1.58M 0.02% 210

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Maverick Capital's PSX Position: Q3 2023 in Review

Maverick Capital sold out of Phillips 66 (PSX) in Q3 2023, closing a stake of 5,119 shares — an estimated $488K sold.

Maverick Capital first reported a position in PSX in Q3 2021 and held it in 2 quarters. The position peaked at $1.52M in Q3 2021. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • Maverick Capital reported no remaining Phillips 66 position as of Q3 2023 after selling out during the quarter.
  • Maverick Capital sold 5,119 Phillips 66 shares in Q3 2023, an estimated $488K.
  • Maverick Capital first reported a position in Phillips 66 in Q3 2021 and held it in 2 quarters.
  • Maverick Capital's Phillips 66 position peaked at $1.52M in Q3 2021.
  • 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Maverick Capital's 13F filing for Q3 2023, filed 14 Nov 2023.