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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 Buy
+5,000
New +$501K 0.18% 67
2018
Q4 		$5M 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 4 quarters. The position peaked at $5M in Q4 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 4 quarters.
  • Ackerman Capital Advisors's Phillips 66 position peaked at $5M in Q4 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.