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RR Advisors’s Phillips 66 PSX Stock Holding History

RR Advisors’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
2020
Q2 		– Sell
-32,000
Closed -$1.71M – 24
2020
Q1 		$1.71M Buy
32,000
+1,000
+3% +$81.4K 0.74% 12
2019
Q4 		$3.41M Buy
+31,000
New +$3.48M 0.48% 14
2014
Q3 		– Sell
-132,000
Closed -$10.6M – 42
2014
Q2 		$10.6M Buy
132,000
+74,000
+128% +$6.1M 1.01% 20
2014
Q1 		$4.47M Buy
+58,000
New +$4.42M 0.49% 23

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RR Advisors's PSX Position: Q2 2020 in Review

RR Advisors sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 32,000 shares — an estimated $1.71M sold.

RR Advisors first reported a position in PSX in Q1 2014 and held it in 4 quarters. The position peaked at $10.6M in Q2 2014. 1,270 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

  • RR Advisors reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
  • RR Advisors sold 32,000 Phillips 66 shares in Q2 2020, an estimated $1.71M.
  • RR Advisors first reported a position in Phillips 66 in Q1 2014 and held it in 4 quarters.
  • RR Advisors's Phillips 66 position peaked at $10.6M in Q2 2014.
  • 1,270 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on RR Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.