Pictet Asset Management (Switzerland)’s Phillips 66 PSX Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$24.1M	Buy	252,202 +6,293	+3%	+$612K	0.03%	424
2023 Q1	$24.9M	Sell	245,909 -2,945	-1%	-$299K	0.03%	416
2022 Q4	$25.9M	Buy	248,854 +20,539	+9%	+$2.1M	0.04%	391
2022 Q3	$18.4M	Sell	228,315 -1,152	-0.5%	-$98.2K	0.03%	449
2022 Q2	$18.8M	Buy	229,467 +5,814	+3%	+$538K	0.03%	472
2022 Q1	$19.3M	Buy	223,653 +16,999	+8%	+$1.43M	0.02%	506
2021 Q4	$15M	Sell	206,654 -120,503	-37%	-$9.11M	0.01%	585
2021 Q3	$22.9M	Buy	+327,157	New	+$23.7M	0.03%	482

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pictet Asset Management (Switzerland)'s PSX Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Phillips 66 (PSX) stake by 2.6% in Q2 2023, buying an estimated $612K and bringing the position to 252,202 shares worth $24.1M. The position accounts for 0.03% of the portfolio, ranked #424.

Pictet Asset Management (Switzerland) first reported a position in PSX in Q3 2021 and has held it in 8 quarters since. The position peaked at $25.9M in Q4 2022. 1,540 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

Pictet Asset Management (Switzerland) held 252,202 shares of Phillips 66 worth $24.1M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 6,293 Phillips 66 shares in Q2 2023, an estimated $612K.
Phillips 66 made up 0.03% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #424 holding.
Pictet Asset Management (Switzerland) first reported a position in Phillips 66 in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Phillips 66 position peaked at $25.9M in Q4 2022.
1,540 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.