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Brendel Financial Advisors’s Phillips 66 PSX Stock Holding History

Brendel Financial 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 		– Sell
-1,563
Closed -$134K – 231
2021
Q2 		$134K Buy
+1,563
New +$132K 0.07% 122

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Wells Fargo
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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

Brendel Financial Advisors's PSX Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Phillips 66 (PSX) in Q3 2021, closing a stake of 1,563 shares — an estimated $134K sold.

Brendel Financial Advisors first reported a position in PSX in Q2 2021 and held it in 1 quarter. The position peaked at $134K in Q2 2021. 1,236 funds tracked by Wall St. Rank hold PSX as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Phillips 66 position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 1,563 Phillips 66 shares in Q3 2021, an estimated $134K.
  • Brendel Financial Advisors first reported a position in Phillips 66 in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's Phillips 66 position peaked at $134K in Q2 2021.
  • 1,236 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.