Banco BTG Pactual’s Phillips 66 PSX Stock Holding History

Banco BTG Pactual’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 Q3	–	Sell	-8,362	Closed	-$686K	–	125
2022 Q2	$686K	Buy	+8,362	New	+$774K	0.44%	33

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Banco BTG Pactual's PSX Position: Q3 2022 in Review

Banco BTG Pactual sold out of Phillips 66 (PSX) in Q3 2022, closing a stake of 8,362 shares — an estimated $686K sold.

Banco BTG Pactual first reported a position in PSX in Q2 2022 and held it in 1 quarter. The position peaked at $686K in Q2 2022. 1,418 funds tracked by Wall St. Rank hold PSX as of Q3 2022.

Banco BTG Pactual reported no remaining Phillips 66 position as of Q3 2022 after selling out during the quarter.
Banco BTG Pactual sold 8,362 Phillips 66 shares in Q3 2022, an estimated $686K.
Banco BTG Pactual first reported a position in Phillips 66 in Q2 2022 and held it in 1 quarter.
Banco BTG Pactual's Phillips 66 position peaked at $686K in Q2 2022.
1,418 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2022.

Based on Banco BTG Pactual's 13F filing for Q3 2022, filed 14 Nov 2022.