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Sirios Capital Management’s Phillips 66 PSX Stock Holding History

Sirios 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
2020
Q3 		– Sell
-121,106
Closed -$8.71M – 97
2020
Q2 		$8.71M Buy
+121,106
New +$8.57M 0.71% 45

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Wells Fargo
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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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sirios Capital Management's PSX Position: Q3 2020 in Review

Sirios Capital Management sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 121,106 shares — an estimated $8.71M sold.

Sirios Capital Management first reported a position in PSX in Q2 2020 and held it in 1 quarter. The position peaked at $8.71M in Q2 2020. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

  • Sirios Capital Management reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
  • Sirios Capital Management sold 121,106 Phillips 66 shares in Q3 2020, an estimated $8.71M.
  • Sirios Capital Management first reported a position in Phillips 66 in Q2 2020 and held it in 1 quarter.
  • Sirios Capital Management's Phillips 66 position peaked at $8.71M in Q2 2020.
  • 1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Sirios Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.