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Yorktown Management & Research Company’s Phillips 66 PSX Stock Holding History

Yorktown Management & Research Company’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
-3,226
Closed -$279K – 226
2022
Q1 		$279K Sell
3,226
-224
-6% -$18.8K 0.24% 167
2021
Q4 		$250K Hold
3,450
– – 0.17% 217
2021
Q3 		$242K Hold
3,450
– – 0.18% 227
2021
Q2 		$296K Hold
3,450
– – 0.23% 175
2021
Q1 		$281K Hold
3,450
– – 0.23% 153
2020
Q4 		$241K Sell
3,450
-2,550
-43% -$150K 0.22% 201
2020
Q3 		$311K Buy
6,000
+1,850
+45% +$113K 0.29% 187
2020
Q2 		$298K Sell
4,150
-2,150
-34% -$152K 0.27% 190
2020
Q1 		$338K Sell
6,300
-4,350
-41% -$354K 0.34% 103
2019
Q4 		$1.19M Buy
10,650
+1,150
+12% +$129K 0.64% 39
2019
Q3 		$973K Buy
+9,500
New +$952K 0.52% 55
2019
Q2 		– Sell
-2,500
Closed -$238K – 347
2019
Q1 		$238K Hold
2,500
– – 0.08% 284
2018
Q4 		$215K Buy
+2,500
New +$244K 0.07% 298
2017
Q4 		– Sell
-6,100
Closed -$559K – 402
2017
Q3 		$559K Hold
6,100
– – 0.15% 102
2017
Q2 		$504K Hold
6,100
– – 0.16% 68
2017
Q1 		$484K Hold
6,100
– – 0.13% 100
2016
Q4 		$528K Buy
6,100
+2,900
+91% +$241K 0.13% 93
2016
Q3 		$258K Hold
3,200
– – 0.06% 203
2016
Q2 		$254K Hold
3,200
– – 0.06% 218
2016
Q1 		$277K Buy
+3,200
New +$260K 0.05% 242
2015
Q3 		– Sell
-2,550
Closed -$205K – 503
2015
Q2 		$205K Hold
2,550
– – 0.04% 444
2015
Q1 		$200K Buy
+2,550
New +$187K 0.04% 446
2014
Q4 		– Sell
-2,550
Closed -$207K – 472
2014
Q3 		$207K Hold
2,550
– – 0.04% 407
2014
Q2 		$205K Buy
+2,550
New +$210K 0.04% 439

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Yorktown Management & Research Company's PSX Position: Q2 2022 in Review

Yorktown Management & Research Company sold out of Phillips 66 (PSX) in Q2 2022, closing a stake of 3,226 shares — an estimated $279K sold.

Yorktown Management & Research Company first reported a position in PSX in Q2 2014 and held it in 24 quarters. The position peaked at $1.19M in Q4 2019. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

  • Yorktown Management & Research Company reported no remaining Phillips 66 position as of Q2 2022 after selling out during the quarter.
  • Yorktown Management & Research Company sold 3,226 Phillips 66 shares in Q2 2022, an estimated $279K.
  • Yorktown Management & Research Company first reported a position in Phillips 66 in Q2 2014 and held it in 24 quarters.
  • Yorktown Management & Research Company's Phillips 66 position peaked at $1.19M in Q4 2019.
  • 1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Yorktown Management & Research Company's 13F filing for Q2 2022, filed 29 Jul 2022.