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Bank Hapoalim BM’s Phillips 66 PSX Stock Holding History

Bank Hapoalim BM’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
Q2 		– Sell
-3,851
Closed -$333K – 195
2022
Q1 		$333K Sell
3,851
-1,991
-34% -$168K 0.03% 170
2021
Q4 		$423K Sell
5,842
-1,259
-18% -$95.2K 0.04% 182
2021
Q3 		$497K Sell
7,101
-246
-3% -$17.8K 0.05% 165
2021
Q2 		$631K Buy
7,347
+774
+12% +$65.3K 0.07% 156
2021
Q1 		$536K Buy
6,573
+1,450
+28% +$114K 0.07% 158
2020
Q4 		$358K Sell
5,123
-1,254
-20% -$73.6K 0.05% 161
2020
Q3 		$331 Sell
6,377
-2,303
-27% -$141K 0.02% 137
2020
Q2 		$624K Buy
8,680
+2,690
+45% +$190K 0.15% 106
2020
Q1 		$321K Buy
+5,990
New +$487K 0.1% 129

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank Hapoalim BM's PSX Position: Q2 2022 in Review

Bank Hapoalim BM sold out of Phillips 66 (PSX) in Q2 2022, closing a stake of 3,851 shares — an estimated $333K sold.

Bank Hapoalim BM first reported a position in PSX in Q1 2020 and held it in 9 quarters. The position peaked at $631K in Q2 2021. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

  • Bank Hapoalim BM reported no remaining Phillips 66 position as of Q2 2022 after selling out during the quarter.
  • Bank Hapoalim BM sold 3,851 Phillips 66 shares in Q2 2022, an estimated $333K.
  • Bank Hapoalim BM first reported a position in Phillips 66 in Q1 2020 and held it in 9 quarters.
  • Bank Hapoalim BM's Phillips 66 position peaked at $631K in Q2 2021.
  • 1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Bank Hapoalim BM's 13F filing for Q2 2022, filed 27 Jul 2022.