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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
2015
Q4 		– Sell
-41
Closed -$1K – 1886
2015
Q3 		$1K Hold
41
– – ﹤0.01% 1758
2015
Q2 		$1K Hold
41
– – ﹤0.01% 1809
2015
Q1 		$2K Sell
41
-274
-87% -$20.1K ﹤0.01% 1714
2014
Q4 		$62K Hold
315
– – ﹤0.01% 1328
2014
Q3 		$33K Sell
315
-9
-3% -$749 ﹤0.01% 1646
2014
Q2 		$52K Sell
324
-11
-3% -$906 ﹤0.01% 1373
2014
Q1 		$34K Sell
335
-404
-55% -$30.8K ﹤0.01% 1471
2013
Q4 		$51K Sell
739
-187
-20% -$12.5K ﹤0.01% 1756
2013
Q3 		$433K Buy
926
+398
+75% +$23.1K 0.01% 819
2013
Q2 		$284K Buy
+528
New +$33.2K 0.01% 977

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