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Qtron Investments’s Phillips 66 PSX Stock Holding History

Qtron Investments’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
Q3 		– Sell
-2,490
Closed -$204K – 436
2022
Q2 		$204K Sell
2,490
-9,354
-79% -$865K 0.04% 383
2022
Q1 		$1.02M Buy
+11,844
New +$997K 0.23% 119
2020
Q3 		– Sell
-3,256
Closed -$234K – 293
2020
Q2 		$234K Buy
+3,256
New +$231K 0.09% 236

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Qtron Investments's PSX Position: Q3 2022 in Review

Qtron Investments sold out of Phillips 66 (PSX) in Q3 2022, closing a stake of 2,490 shares — an estimated $204K sold.

Qtron Investments first reported a position in PSX in Q2 2020 and held it in 3 quarters. The position peaked at $1.02M in Q1 2022. 1,417 funds tracked by Wall St. Rank hold PSX as of Q3 2022.

  • Qtron Investments reported no remaining Phillips 66 position as of Q3 2022 after selling out during the quarter.
  • Qtron Investments sold 2,490 Phillips 66 shares in Q3 2022, an estimated $204K.
  • Qtron Investments first reported a position in Phillips 66 in Q2 2020 and held it in 3 quarters.
  • Qtron Investments's Phillips 66 position peaked at $1.02M in Q1 2022.
  • 1,417 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2022.

Based on Qtron Investments's 13F filing for Q3 2022, filed 14 Nov 2022.