Wolverine Asset Management’s Phillips 66 PSX Stock Holding History

Wolverine Asset 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
2017 Q2	–	Sell	-50,000	Closed	-$3.96M	–	1424
2017 Q1	$3.96M	Buy	+50,000	New	+$4.03M	0.06%	269
2015 Q4	–	Sell	-54	Closed	-$32K	–	1885
2015 Q3	$32K	Hold	54	–	–	﹤0.01%	1377
2015 Q2	$44K	Hold	54	–	–	﹤0.01%	1329
2015 Q1	$47K	Sell	54 -166	-75%	-$12.2K	﹤0.01%	1272
2014 Q4	$49K	Hold	220	–	–	﹤0.01%	1404
2014 Q3	$140K	Sell	220 -10	-4%	-$832	﹤0.01%	1197
2014 Q2	$156K	Buy	230 +31	+16%	+$2.55K	﹤0.01%	1008
2014 Q1	$240K	Sell	199 -163	-45%	-$12.4K	0.01%	823
2013 Q4	$473K	Sell	362 -172	-32%	-$11.5K	0.01%	798
2013 Q3	$159K	Buy	534 +6	+1%	+$348	﹤0.01%	1270
2013 Q2	$200K	Buy	+528	New	+$33.2K	0.01%	1125

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wolverine Asset Management's PSX Position: Q3 2021 in Review

Wolverine Asset Management sold out of Phillips 66 (PSX) in Q3 2021, closing a stake of 1,186 shares — an estimated $101K sold.

Wolverine Asset Management first reported a position in PSX in Q3 2013 and held it in 4 quarters. The position peaked at $272K in Q1 2018. 1,236 funds tracked by Wall St. Rank hold PSX as of Q3 2021.

Wolverine Asset Management reported no remaining Phillips 66 position as of Q3 2021 after selling out during the quarter.
Wolverine Asset Management sold 1,186 Phillips 66 shares in Q3 2021, an estimated $101K.
Wolverine Asset Management first reported a position in Phillips 66 in Q3 2013 and held it in 4 quarters.
Wolverine Asset Management's Phillips 66 position peaked at $272K in Q1 2018.
1,236 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2021.

Based on Wolverine Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.