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Resource Management’s Phillips 66 PSX Stock Holding History

Resource 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
Q4 		$855K Sell
11,801
-494
-4% -$37.3K 0.09% 78
2021
Q3 		$861K Sell
12,295
-42
-0.3% -$3.04K 0.1% 70
2021
Q2 		$1.06M Buy
12,337
+524
+4% +$44.2K 0.12% 61
2021
Q1 		$963K Sell
11,813
-23
-0.2% -$1.8K 0.12% 66
2020
Q4 		$828K Sell
11,836
-556
-4% -$32.6K 0.11% 68
2020
Q3 		$642K Sell
12,392
-571
-4% -$34.8K 0.1% 71
2020
Q2 		$92K Sell
12,963
-205
-2% -$14.5K 0.02% 143
2020
Q1 		$706K Buy
13,168
+256
+2% +$20.8K 0.15% 55
2019
Q4 		$1.44M Buy
12,912
+3
+0% +$337 0.23% 38
2019
Q3 		$1.32M Sell
12,909
-175
-1% -$17.5K 0.23% 37
2019
Q2 		$1.22M Buy
13,084
+502
+4% +$45K 0.21% 38
2019
Q1 		$1.2M Buy
12,582
+129
+1% +$12.3K 0.22% 44
2018
Q4 		$1.07M Hold
12,453
– – 0.22% 42
2018
Q3 		$1.4M Hold
12,453
– – 0.26% 31
2018
Q2 		$1.4M Buy
12,453
+41
+0.3% +$4.61K 0.27% 32
2018
Q1 		$1.19M Sell
12,412
-82
-0.7% -$7.98K 0.25% 38
2017
Q4 		$1.17M Buy
+12,494
New +$1.19M 0.24% 39

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Resource Management's PSX Position: Q4 2021 in Review

Resource Management reduced its Phillips 66 (PSX) stake by 4% in Q4 2021, selling an estimated $37.3K and leaving 11,801 shares worth $855K. The position accounts for 0.09% of the portfolio, ranked #78.

Resource Management first reported a position in PSX in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.44M in Q4 2019. 1,358 funds tracked by Wall St. Rank hold PSX as of Q4 2021.

  • Resource Management held 11,801 shares of Phillips 66 worth $855K as of Q4 2021.
  • Resource Management sold 494 Phillips 66 shares in Q4 2021, an estimated $37.3K.
  • Phillips 66 made up 0.09% of Resource Management's portfolio in Q4 2021, its #78 holding.
  • Resource Management first reported a position in Phillips 66 in Q4 2017 and has held it in 17 quarters since.
  • Resource Management's Phillips 66 position peaked at $1.44M in Q4 2019.
  • 1,358 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.