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Wright Investors Service’s Phillips 66 PSX Stock Holding History

Wright Investors Service’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
2020
Q3 		– Sell
-3,660
Closed -$263K – 162
2020
Q2 		$263K Buy
+3,660
New +$259K 0.1% 139
2020
Q1 		– Sell
-2,723
Closed -$303K – 145
2019
Q4 		$303K Sell
2,723
-27
-1% -$3.03K 0.1% 133
2019
Q3 		$282K Sell
2,750
-17
-0.6% -$1.7K 0.1% 142
2019
Q2 		$259K Sell
2,767
-9
-0.3% -$808 0.1% 146
2019
Q1 		$264K Buy
+2,776
New +$264K 0.11% 137
2018
Q1 		– Sell
-3,244
Closed -$328K – 204
2017
Q4 		$328K Sell
3,244
-11
-0.3% -$1.05K 0.11% 168
2017
Q3 		$298K Buy
+3,255
New +$276K 0.11% 181
2016
Q3 		– Sell
-3,145
Closed -$250K – 216
2016
Q2 		$250K Sell
3,145
-6,495
-67% -$530K 0.1% 197
2016
Q1 		$835K Buy
9,640
+1,705
+21% +$139K 0.33% 105
2015
Q4 		$649K Buy
7,935
+2,155
+37% +$186K 0.24% 145
2015
Q3 		$444K Buy
5,780
+2,260
+64% +$180K 0.2% 146
2015
Q2 		$284K Buy
+3,520
New +$280K 0.14% 179
2014
Q2 		– Sell
-4,601
Closed -$355K – 231
2014
Q1 		$355K Sell
4,601
-148
-3% -$11.3K 0.16% 170
2013
Q4 		$366K Sell
4,749
-1,062
-18% -$70.8K 0.16% 168
2013
Q3 		$336K Sell
5,811
-1,546
-21% -$89.6K 0.15% 179
2013
Q2 		$433K Buy
+7,357
New +$462K 0.2% 144

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wright Investors Service's PSX Position: Q3 2020 in Review

Wright Investors Service sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 3,660 shares — an estimated $263K sold.

Wright Investors Service first reported a position in PSX in Q2 2013 and held it in 16 quarters. The position peaked at $835K in Q1 2016. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

  • Wright Investors Service reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
  • Wright Investors Service sold 3,660 Phillips 66 shares in Q3 2020, an estimated $263K.
  • Wright Investors Service first reported a position in Phillips 66 in Q2 2013 and held it in 16 quarters.
  • Wright Investors Service's Phillips 66 position peaked at $835K in Q1 2016.
  • 1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Wright Investors Service's 13F filing for Q3 2020, filed 6 Nov 2020.