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Meridiem Investment Management’s Phillips 66 PSX Stock Holding History

Meridiem Investment 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
Q1 		– Sell
-222
Closed -$16K – 102
2020
Q4 		$16K Buy
+222
New +$13K ﹤0.01% 92

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Wellington Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meridiem Investment Management's PSX Position: Q1 2021 in Review

Meridiem Investment Management sold out of Phillips 66 (PSX) in Q1 2021, closing a stake of 222 shares — an estimated $16K sold.

Meridiem Investment Management first reported a position in PSX in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 1,271 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

  • Meridiem Investment Management reported no remaining Phillips 66 position as of Q1 2021 after selling out during the quarter.
  • Meridiem Investment Management sold 222 Phillips 66 shares in Q1 2021, an estimated $16K.
  • Meridiem Investment Management first reported a position in Phillips 66 in Q4 2020 and held it in 1 quarter.
  • Meridiem Investment Management's Phillips 66 position peaked at $16K in Q4 2020.
  • 1,271 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on Meridiem Investment Management's 13F filing for Q1 2021, filed 14 May 2021.