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Sun Life Financial’s Phillips 66 PSX Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-253
Closed -$21K – 398
2021
Q1 		$21K Sell
253
-7
-3% -$549 ﹤0.01% 264
2020
Q4 		$18K Sell
260
-3
-1% -$176 ﹤0.01% 272
2020
Q3 		$14K Sell
263
-4
-1% -$244 ﹤0.01% 299
2020
Q2 		$19K Buy
267
+6
+2% +$425 ﹤0.01% 213
2020
Q1 		$14K Sell
261
-3
-1% -$244 ﹤0.01% 223
2019
Q4 		$29K Sell
264
-101
-28% -$11.3K 0.01% 186
2019
Q3 		$37K Buy
365
+24
+7% +$2.4K 0.01% 326
2019
Q2 		$32K Sell
341
-373
-52% -$33.5K 0.01% 335
2019
Q1 		$68K Sell
714
-457
-39% -$43.4K 0.02% 321
2018
Q4 		$101K Sell
1,171
-1
-0.1% -$98 0.02% 293
2018
Q3 		$132K Sell
1,172
-1,764
-60% -$204K 0.02% 299
2018
Q2 		$330K Buy
2,936
+2,580
+725% +$290K 0.05% 168
2018
Q1 		$3.72K Sell
356
-14,094
-98% -$1.37M 0.03% 162
2017
Q4 		$1.46M Buy
14,450
+7,409
+105% +$704K 0.15% 67
2017
Q3 		$645K Buy
7,041
+3,822
+119% +$324K 0.06% 104
2017
Q2 		$266K Buy
3,219
+3,200
+16,842% +$251K 0.03% 186
2017
Q1 		$238 Sell
19
-1
-5% -$81 ﹤0.01% 248
2016
Q4 		$237 Buy
+20
New +$1.66K ﹤0.01% 195

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
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
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

Sun Life Financial's PSX Position: Q2 2021 in Review

Sun Life Financial sold out of Phillips 66 (PSX) in Q2 2021, closing a stake of 253 shares — an estimated $21K sold.

Sun Life Financial first reported a position in PSX in Q4 2016 and held it in 18 quarters. The position peaked at $1.46M in Q4 2017. 1,324 funds tracked by Wall St. Rank hold PSX as of Q2 2021.

  • Sun Life Financial reported no remaining Phillips 66 position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 253 Phillips 66 shares in Q2 2021, an estimated $21K.
  • Sun Life Financial first reported a position in Phillips 66 in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Phillips 66 position peaked at $1.46M in Q4 2017.
  • 1,324 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.