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Beverly Hills Private Wealth’s Phillips 66 PSX Stock Holding History

Beverly Hills Private Wealth’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
2023
Q3 		– Sell
-23,718
Closed -$2.62M – 322
2023
Q2 		$2.62M Buy
23,718
+10,746
+83% +$1.04M 0.43% 64
2023
Q1 		$1.32M Buy
12,972
+2,122
+20% +$216K 0.41% 68
2022
Q4 		$1.13M Buy
+10,850
New +$1.11M 0.49% 64

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beverly Hills Private Wealth's PSX Position: Q3 2023 in Review

Beverly Hills Private Wealth sold out of Phillips 66 (PSX) in Q3 2023, closing a stake of 23,718 shares — an estimated $2.62M sold.

Beverly Hills Private Wealth first reported a position in PSX in Q4 2022 and held it in 3 quarters. The position peaked at $2.62M in Q2 2023. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • Beverly Hills Private Wealth reported no remaining Phillips 66 position as of Q3 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 23,718 Phillips 66 shares in Q3 2023, an estimated $2.62M.
  • Beverly Hills Private Wealth first reported a position in Phillips 66 in Q4 2022 and held it in 3 quarters.
  • Beverly Hills Private Wealth's Phillips 66 position peaked at $2.62M in Q2 2023.
  • 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.