Beech Hill Advisors’s Phillips 66 PSX Stock Holding History

Beech Hill 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 Q3	–	Sell	-42,468	Closed	-$3.05M	–	93
2020 Q2	$3.05M	Buy	42,468 +1,375	+3%	+$97.3K	1.55%	29
2020 Q1	$2.21M	Buy	41,093 +476	+1%	+$38.7K	1.51%	30
2019 Q4	$4.53M	Buy	40,617 +851	+2%	+$95.6K	2.11%	24
2019 Q3	$4.07M	Sell	39,766 -1,679	-4%	-$168K	2.18%	24
2019 Q2	$3.88M	Buy	+41,445	New	+$3.72M	2.04%	27
2015 Q2	–	Sell	-3,630	Closed	-$285K	–	122
2015 Q1	$285K	Sell	3,630 -200	-5%	-$14.7K	0.13%	94
2014 Q4	$275K	Sell	3,830 -850	-18%	-$62.7K	0.14%	99
2014 Q3	$381K	Hold	4,680	–	–	0.18%	89
2014 Q2	$376K	Buy	4,680 +145	+3%	+$11.9K	0.17%	105
2014 Q1	$349K	Buy	4,535 +160	+4%	+$12.2K	0.16%	108
2013 Q4	$337K	Sell	4,375 -600	-12%	-$40K	0.17%	104
2013 Q3	$288K	Hold	4,975	–	–	0.16%	103
2013 Q2	$293K	Buy	+4,975	New	+$313K	0.17%	96

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Beech Hill Advisors's PSX Position: Q3 2020 in Review

Beech Hill Advisors sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 42,468 shares — an estimated $3.05M sold.

Beech Hill Advisors first reported a position in PSX in Q2 2013 and held it in 13 quarters. The position peaked at $4.53M in Q4 2019. 1,130 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

Beech Hill Advisors reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
Beech Hill Advisors sold 42,468 Phillips 66 shares in Q3 2020, an estimated $3.05M.
Beech Hill Advisors first reported a position in Phillips 66 in Q2 2013 and held it in 13 quarters.
Beech Hill Advisors's Phillips 66 position peaked at $4.53M in Q4 2019.
1,130 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Beech Hill Advisors's 13F filing for Q3 2020, filed 19 Oct 2020.