PSX PHILLIPS 66

Ownership history in Pendal Group Ltd  ·  12 quarters on record

This page tracks every 13F SEC filing in which Pendal Group Ltd reported a position in PHILLIPS 66 (PSX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.1% (2018 Q3)
Avg. % of fund
0.04%
First filed
2017 Q4
Last filed
2022 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q3 ADDED 5,076 +1,976 +63.7% 0.00% $410K $71.20
2022 Q2 REDUCED 3,100 -3,345 -51.9% 0.00% $254K $71.53
2022 Q1 REDUCED 6,445 -3,579 -35.7% 0.00% $557K $74.61
2019 Q4 REDUCED 10,024 -11,679 -53.8% 0.01% $1.1M $86.26
2019 Q3 ADDED 21,703 +13,194 +155.1% 0.03% $2.2M $78.69
2019 Q2 REDUCED 8,509 -53,932 -86.4% 0.01% $755K $71.22
2019 Q1 ADDED 62,441 +1,391 +2.3% 0.08% $5.9M $71.73
2018 Q4 REDUCED 61,050 -6,693 -9.9% 0.08% $5.2M $64.39
2018 Q3 ADDED 67,743 +11,159 +19.7% 0.10% $7.6M $83.54
2018 Q2 ADDED 56,584 +53,872 +1986.4% 0.08% $6.4M $82.66
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% of Fund (quarterly)    PSX price (monthly, adj. close)
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