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Ameritas Investment Company’s Phillips 66 PSX Stock Holding History

Ameritas Investment 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
2021
Q3 		– Sell
-2,538
Closed -$227K – 758
2021
Q2 		$227K Sell
2,538
-640
-20% -$54K 0.01% 655
2021
Q1 		$259K Buy
+3,178
New +$249K 0.02% 498
2020
Q2 		– Sell
-2,540
Closed -$136K – 1281
2020
Q1 		$136K Buy
2,540
+13
+0.5% +$1.06K 0.02% 425
2019
Q4 		$282K Buy
2,527
+165
+7% +$18.5K 0.06% 275
2019
Q3 		$244K Buy
+2,362
New +$237K 0.05% 289
2019
Q2 		– Sell
-3,016
Closed -$287K – 701
2019
Q1 		$287K Buy
+3,016
New +$287K 0.05% 254

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameritas Investment Company's PSX Position: Q3 2021 in Review

Ameritas Investment Company sold out of Phillips 66 (PSX) in Q3 2021, closing a stake of 2,538 shares — an estimated $227K sold.

Ameritas Investment Company first reported a position in PSX in Q1 2019 and held it in 6 quarters. The position peaked at $287K in Q1 2019. 1,237 funds tracked by Wall St. Rank hold PSX as of Q3 2021.

  • Ameritas Investment Company reported no remaining Phillips 66 position as of Q3 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 2,538 Phillips 66 shares in Q3 2021, an estimated $227K.
  • Ameritas Investment Company first reported a position in Phillips 66 in Q1 2019 and held it in 6 quarters.
  • Ameritas Investment Company's Phillips 66 position peaked at $287K in Q1 2019.
  • 1,237 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.