Ackerman Capital Advisors’s Phillips 66 PSX Stock Holding History

Ackerman Capital Advisors’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 Q1	–	Sell	-4,000	Closed	-$446K	–	169
2019 Q4	$446K	Sell	4,000 -1,000	-20%	-$112K	0.13%	100
2019 Q3	$512K	Sell	5,000 -1,000	-17%	-$100K	0.18%	67
2019 Q2	$561K	Buy	6,000 +1,000	+20%	+$89.7K	2.74%	4
2019 Q1	$476K	Sell	5,000 -425,750	-99%	-$40.5M	2.54%	7
2018 Q4	$5K	Buy	430,750 +423,750	+6,054%	+$41.4M	0.39%	44
2018 Q3	$789K	Buy	+7,000	New	+$809K	2.73%	5

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ackerman Capital Advisors's PSX Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 4,000 shares — an estimated $446K sold.

Ackerman Capital Advisors first reported a position in PSX in Q3 2018 and held it in 6 quarters. The position peaked at $789K in Q3 2018. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

Ackerman Capital Advisors reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 4,000 Phillips 66 shares in Q1 2020, an estimated $446K.
Ackerman Capital Advisors first reported a position in Phillips 66 in Q3 2018 and held it in 6 quarters.
Ackerman Capital Advisors's Phillips 66 position peaked at $789K in Q3 2018.
1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.