Sawyer & Company’s Phillips 66 PSX Stock Holding History

Sawyer & Company’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	-31	Closed	-$3K	–	178
2022 Q1	$3K	Hold	31	–	–	﹤0.01%	168
2021 Q4	$2K	Hold	31	–	–	﹤0.01%	173
2021 Q3	$2K	Sell	31 -100	-76%	-$7.24K	﹤0.01%	180
2021 Q2	$11K	Buy	131 +100	+323%	+$8.44K	0.01%	154
2021 Q1	$3K	Hold	31	–	–	﹤0.01%	161
2020 Q4	$2K	Hold	31	–	–	﹤0.01%	155
2020 Q3	$2K	Hold	31	–	–	﹤0.01%	166
2020 Q2	$2K	Hold	31	–	–	﹤0.01%	167
2020 Q1	$2K	Hold	31	–	–	﹤0.01%	166
2019 Q4	$3K	Hold	31	–	–	﹤0.01%	170
2019 Q3	$3K	Hold	31	–	–	﹤0.01%	167
2019 Q2	$3K	Hold	31	–	–	﹤0.01%	168
2019 Q1	$3K	Hold	31	–	–	﹤0.01%	163
2018 Q4	$3K	Hold	31	–	–	﹤0.01%	171
2018 Q3	$3K	Hold	31	–	–	﹤0.01%	186
2018 Q2	$3K	Hold	31	–	–	﹤0.01%	185
2018 Q1	$3K	Hold	31	–	–	﹤0.01%	187
2017 Q4	$3K	Buy	+31	New	+$2.95K	﹤0.01%	175

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

Sawyer & Company's PSX Position: Q2 2022 in Review

Sawyer & Company sold out of Phillips 66 (PSX) in Q2 2022, closing a stake of 31 shares — an estimated $3K sold.

Sawyer & Company first reported a position in PSX in Q4 2017 and held it in 18 quarters. The position peaked at $11K in Q2 2021. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

Sawyer & Company reported no remaining Phillips 66 position as of Q2 2022 after selling out during the quarter.
Sawyer & Company sold 31 Phillips 66 shares in Q2 2022, an estimated $3K.
Sawyer & Company first reported a position in Phillips 66 in Q4 2017 and held it in 18 quarters.
Sawyer & Company's Phillips 66 position peaked at $11K in Q2 2021.
1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Sawyer & Company's 13F filing for Q2 2022, filed 20 Jul 2022.