VFA
PSX icon

Voya Financial Advisors’s Phillips 66 PSX Stock Holding History

Voya Financial Advisors’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
-3,622
Closed -$298K – 514
2021
Q1 		$298K Sell
3,622
-738
-17% -$57.9K 0.01% 541
2020
Q4 		$308K Buy
+4,360
New +$256K 0.01% 510
2020
Q1 		– Sell
-5,652
Closed -$624K – 625
2019
Q4 		$624K Sell
5,652
-143
-2% -$16.1K 0.03% 357
2019
Q3 		$601K Sell
5,795
-440
-7% -$44.1K 0.03% 347
2019
Q2 		$572K Sell
6,235
-4,394
-41% -$394K 0.03% 360
2019
Q1 		$1.02M Buy
10,629
+4,275
+67% +$406K 0.06% 225
2018
Q4 		$540K Sell
6,354
-5,773
-48% -$564K 0.04% 305
2018
Q3 		$1.37M Buy
12,127
+4,144
+52% +$479K 0.08% 205
2018
Q2 		$892K Sell
7,983
-42
-0.5% -$4.72K 0.06% 231
2018
Q1 		$757K Buy
8,025
+136
+2% +$13.2K 0.05% 257
2017
Q4 		$804K Sell
7,889
-757
-9% -$72K 0.05% 255
2017
Q3 		$794K Sell
8,646
-425
-5% -$36K 0.05% 245
2017
Q2 		$743K Sell
9,071
-4,114
-31% -$323K 0.05% 249
2017
Q1 		$1.03M Buy
13,185
+385
+3% +$31K 0.08% 186
2016
Q4 		$1.11M Buy
12,800
+604
+5% +$50.2K 0.1% 171
2016
Q3 		$967K Buy
12,196
+137
+1% +$10.6K 0.1% 163
2016
Q2 		$961K Buy
12,059
+118
+1% +$9.64K 0.11% 148
2016
Q1 		$1.05M Sell
11,941
-1,736
-13% -$141K 0.15% 120
2015
Q4 		$1.12M Sell
13,677
-233
-2% -$20.1K 0.17% 101
2015
Q3 		$1.04M Sell
13,910
-7,911
-36% -$629K 0.19% 94
2015
Q2 		$1.71M Sell
21,821
-1,919
-8% -$153K 0.3% 64
2015
Q1 		$1.89M Buy
+23,740
New +$1.74M 0.37% 66

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

Voya Financial Advisors's PSX Position: Q2 2021 in Review

Voya Financial Advisors sold out of Phillips 66 (PSX) in Q2 2021, closing a stake of 3,622 shares — an estimated $298K sold.

Voya Financial Advisors first reported a position in PSX in Q1 2015 and held it in 22 quarters. The position peaked at $1.89M in Q1 2015. 1,324 funds tracked by Wall St. Rank hold PSX as of Q2 2021.

  • Voya Financial Advisors reported no remaining Phillips 66 position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 3,622 Phillips 66 shares in Q2 2021, an estimated $298K.
  • Voya Financial Advisors first reported a position in Phillips 66 in Q1 2015 and held it in 22 quarters.
  • Voya Financial Advisors's Phillips 66 position peaked at $1.89M in Q1 2015.
  • 1,324 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.