Pinz Capital Management’s Phillips 66 PSX Stock Holding History

Pinz Capital 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	-18,000	Closed	-$1.55M	–	247
2022 Q1	$1.55M	Sell	18,000 -29,500	-62%	-$2.48M	0.97%	38
2021 Q4	$3.44M	Buy	+47,500	New	+$3.59M	1.33%	16
2020 Q2	–	Sell	-1,050	Closed	-$56K	–	182
2020 Q1	$56K	Sell	1,050 -19,750	-95%	-$1.61M	0.15%	58
2019 Q4	$2.32M	Buy	+20,800	New	+$2.34M	0.85%	56

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

Pinz Capital Management's PSX Position: Q2 2022 in Review

Pinz Capital Management sold out of Phillips 66 (PSX) in Q2 2022, closing a stake of 18,000 shares — an estimated $1.55M sold.

Pinz Capital Management first reported a position in PSX in Q4 2019 and held it in 4 quarters. The position peaked at $3.44M in Q4 2021. 1,444 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

Pinz Capital Management reported no remaining Phillips 66 position as of Q2 2022 after selling out during the quarter.
Pinz Capital Management sold 18,000 Phillips 66 shares in Q2 2022, an estimated $1.55M.
Pinz Capital Management first reported a position in Phillips 66 in Q4 2019 and held it in 4 quarters.
Pinz Capital Management's Phillips 66 position peaked at $3.44M in Q4 2021.
1,444 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Pinz Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.