Taika Capital’s Phillips 66 PSX Stock Holding History

Taika Capital’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
2022 Q2	–	Sell	-25,100	Closed	-$2.17M	–	55
2022 Q1	$2.17M	Buy	+25,100	New	+$2.11M	1.09%	35

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Taika Capital's PSX Position: Q2 2022 in Review

Taika Capital sold out of Phillips 66 (PSX) in Q2 2022, closing a stake of 25,100 shares — an estimated $2.17M sold.

Taika Capital first reported a position in PSX in Q1 2022 and held it in 1 quarter. The position peaked at $2.17M in Q1 2022. 1,444 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

Taika Capital reported no remaining Phillips 66 position as of Q2 2022 after selling out during the quarter.
Taika Capital sold 25,100 Phillips 66 shares in Q2 2022, an estimated $2.17M.
Taika Capital first reported a position in Phillips 66 in Q1 2022 and held it in 1 quarter.
Taika Capital's Phillips 66 position peaked at $2.17M in Q1 2022.
1,444 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Taika Capital's 13F filing for Q2 2022, filed 15 Aug 2022.