McCarthy Asset Management’s Phillips 66 PSX Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-275	Closed	-$24K	–	223
2022 Q1	$24K	Buy	275 +1	+0.4%	+$84	0.02%	125
2021 Q4	$20K	Buy	274 +2	+0.7%	+$151	0.01%	142
2021 Q3	$19K	Buy	272 +1	+0.4%	+$72	0.01%	145
2021 Q2	$23K	Buy	271 +1	+0.4%	+$84	0.02%	153
2021 Q1	$22K	Buy	270 +1	+0.4%	+$78	0.02%	143
2020 Q4	$19K	Buy	+269	New	+$15.8K	0.02%	147

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McCarthy Asset Management's PSX Position: Q2 2022 in Review

McCarthy Asset Management sold out of Phillips 66 (PSX) in Q2 2022, closing a stake of 275 shares — an estimated $24K sold.

McCarthy Asset Management first reported a position in PSX in Q4 2020 and held it in 6 quarters. The position peaked at $24K in Q1 2022. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

McCarthy Asset Management reported no remaining Phillips 66 position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 275 Phillips 66 shares in Q2 2022, an estimated $24K.
McCarthy Asset Management first reported a position in Phillips 66 in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Phillips 66 position peaked at $24K in Q1 2022.
1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.