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Sumitomo Mitsui Financial Group’s Phillips 66 PSX Stock Holding History

Sumitomo Mitsui Financial Group’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
Q4 		– Sell
-1,024
Closed -$53K – 170
2020
Q3 		$53K Sell
1,024
-473
-32% -$28.9K ﹤0.01% 136
2020
Q2 		$108K Buy
1,497
+126
+9% +$8.92K ﹤0.01% 116
2020
Q1 		$74K Buy
+1,371
New +$112K ﹤0.01% 129

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
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
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
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

Sumitomo Mitsui Financial Group's PSX Position: Q4 2020 in Review

Sumitomo Mitsui Financial Group sold out of Phillips 66 (PSX) in Q4 2020, closing a stake of 1,024 shares — an estimated $53K sold.

Sumitomo Mitsui Financial Group first reported a position in PSX in Q1 2020 and held it in 3 quarters. The position peaked at $108K in Q2 2020. 1,234 funds tracked by Wall St. Rank hold PSX as of Q4 2020.

  • Sumitomo Mitsui Financial Group reported no remaining Phillips 66 position as of Q4 2020 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 1,024 Phillips 66 shares in Q4 2020, an estimated $53K.
  • Sumitomo Mitsui Financial Group first reported a position in Phillips 66 in Q1 2020 and held it in 3 quarters.
  • Sumitomo Mitsui Financial Group's Phillips 66 position peaked at $108K in Q2 2020.
  • 1,234 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2020.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q4 2020, filed 12 Feb 2021.