SAM
PSX icon

Soviero Asset Management’s Phillips 66 PSX Stock Holding History

Soviero Asset 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
2023
Q1 		– Sell
-35,000
Closed -$3.64M – 50
2022
Q4 		$3.64M Buy
+35,000
New +$3.58M 2.16% 15

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Soviero Asset Management's PSX Position: Q1 2023 in Review

Soviero Asset Management sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 35,000 shares — an estimated $3.64M sold.

Soviero Asset Management first reported a position in PSX in Q4 2022 and held it in 1 quarter. The position peaked at $3.64M in Q4 2022. 1,569 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

  • Soviero Asset Management reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
  • Soviero Asset Management sold 35,000 Phillips 66 shares in Q1 2023, an estimated $3.64M.
  • Soviero Asset Management first reported a position in Phillips 66 in Q4 2022 and held it in 1 quarter.
  • Soviero Asset Management's Phillips 66 position peaked at $3.64M in Q4 2022.
  • 1,569 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Soviero Asset Management's 13F filing for Q1 2023, filed 15 May 2023.