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SSI Investment Management’s Phillips 66 PSX Stock Holding History

SSI Investment 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 		– Sell
-2,941
Closed -$205K – 325
2021
Q3 		$205K Hold
2,941
– – 0.01% 303
2021
Q2 		$252K Sell
2,941
-14
-0.5% -$1.18K 0.02% 285
2021
Q1 		$241K Buy
+2,955
New +$232K 0.02% 277
2020
Q1 		– Sell
-2,066
Closed -$230K – 261
2019
Q4 		$230K Sell
2,066
-8
-0.4% -$899 0.02% 265
2019
Q3 		$212K Buy
+2,074
New +$208K 0.02% 270

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

SSI Investment Management's PSX Position: Q4 2021 in Review

SSI Investment Management sold out of Phillips 66 (PSX) in Q4 2021, closing a stake of 2,941 shares — an estimated $205K sold.

SSI Investment Management first reported a position in PSX in Q3 2019 and held it in 5 quarters. The position peaked at $252K in Q2 2021. 1,357 funds tracked by Wall St. Rank hold PSX as of Q4 2021.

  • SSI Investment Management reported no remaining Phillips 66 position as of Q4 2021 after selling out during the quarter.
  • SSI Investment Management sold 2,941 Phillips 66 shares in Q4 2021, an estimated $205K.
  • SSI Investment Management first reported a position in Phillips 66 in Q3 2019 and held it in 5 quarters.
  • SSI Investment Management's Phillips 66 position peaked at $252K in Q2 2021.
  • 1,357 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.

Based on SSI Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.