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Berman Capital Advisors’s Phillips 66 PSX Stock Holding History

Berman 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
2021
Q3 		$129K Buy
1,855
+549
+42% +$39.7K 0.02% 369
2021
Q2 		$111K Buy
1,306
+50
+4% +$4.22K 0.02% 356
2021
Q1 		$101K Buy
1,256
+397
+46% +$31.1K 0.02% 309
2020
Q4 		$59K Sell
859
-99
-10% -$5.81K 0.01% 362
2020
Q3 		$49K Buy
958
+401
+72% +$24.5K 0.01% 349
2020
Q2 		$39K Buy
557
+208
+60% +$14.7K 0.01% 384
2020
Q1 		$18K Sell
349
-261
-43% -$21.2K 0.01% 525
2019
Q4 		$67K Sell
610
-149
-20% -$16.7K 0.02% 273
2019
Q3 		$77K Buy
759
+45
+6% +$4.51K 0.02% 252
2019
Q2 		$66K Buy
714
+279
+64% +$25K 0.02% 262
2019
Q1 		$41K Sell
435
-511
-54% -$48.6K 0.01% 308
2018
Q4 		$81K Buy
+946
New +$92.4K 0.03% 201

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

Berman Capital Advisors's PSX Position: Q3 2021 in Review

Berman Capital Advisors increased its Phillips 66 (PSX) stake by 42% in Q3 2021, buying an estimated $39.7K and bringing the position to 1,855 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #369.

Berman Capital Advisors first reported a position in PSX in Q4 2018 and has held it in 12 quarters since. 1,237 funds tracked by Wall St. Rank hold PSX as of Q3 2021.

  • Berman Capital Advisors held 1,855 shares of Phillips 66 worth $129K as of Q3 2021.
  • Berman Capital Advisors bought 549 Phillips 66 shares in Q3 2021, an estimated $39.7K.
  • Phillips 66 made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #369 holding.
  • Berman Capital Advisors first reported a position in Phillips 66 in Q4 2018 and has held it in 12 quarters since.
  • 1,237 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.