MFM
PSX icon

MD Financial Management’s Phillips 66 PSX Stock Holding History

MD Financial 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
2021
Q2 		– Sell
-33,525
Closed -$2.73M – 358
2021
Q1 		$2.73M Buy
+33,525
New +$2.63M 0.08% 97

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

MD Financial Management's PSX Position: Q2 2021 in Review

MD Financial Management sold out of Phillips 66 (PSX) in Q2 2021, closing a stake of 33,525 shares — an estimated $2.73M sold.

MD Financial Management first reported a position in PSX in Q1 2021 and held it in 1 quarter. The position peaked at $2.73M in Q1 2021. 1,324 funds tracked by Wall St. Rank hold PSX as of Q2 2021.

  • MD Financial Management reported no remaining Phillips 66 position as of Q2 2021 after selling out during the quarter.
  • MD Financial Management sold 33,525 Phillips 66 shares in Q2 2021, an estimated $2.73M.
  • MD Financial Management first reported a position in Phillips 66 in Q1 2021 and held it in 1 quarter.
  • MD Financial Management's Phillips 66 position peaked at $2.73M in Q1 2021.
  • 1,324 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2021.

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