EARNEST Partners’s Phillips 66 PSX Stock Holding History

EARNEST Partners’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 Q4	–	Sell	-211	Closed	-$25.4K	–	903
2023 Q3	$25.4K	Hold	211	–	–	﹤0.01%	453
2023 Q2	$20.1K	Hold	211	–	–	﹤0.01%	480
2023 Q1	$21.4K	Hold	211	–	–	﹤0.01%	465
2022 Q4	$22K	Hold	211	–	–	﹤0.01%	464
2022 Q3	$17K	Hold	211	–	–	﹤0.01%	488
2022 Q2	$17K	Hold	211	–	–	﹤0.01%	493
2022 Q1	$18K	Hold	211	–	–	﹤0.01%	512
2021 Q4	$15K	Hold	211	–	–	﹤0.01%	579
2021 Q3	$15K	Hold	211	–	–	﹤0.01%	558
2021 Q2	$18K	Hold	211	–	–	﹤0.01%	514
2021 Q1	$17K	Hold	211	–	–	﹤0.01%	506
2020 Q4	$15K	Hold	211	–	–	﹤0.01%	513
2020 Q3	$11K	Hold	211	–	–	﹤0.01%	541
2020 Q2	$15K	Hold	211	–	–	﹤0.01%	466
2020 Q1	$11K	Hold	211	–	–	﹤0.01%	489
2019 Q4	$24K	Hold	211	–	–	﹤0.01%	405
2019 Q3	$22K	Hold	211	–	–	﹤0.01%	426
2019 Q2	$20K	Hold	211	–	–	﹤0.01%	448
2019 Q1	$20K	Hold	211	–	–	﹤0.01%	441
2018 Q4	$18K	Hold	211	–	–	﹤0.01%	437
2018 Q3	$24K	Hold	211	–	–	﹤0.01%	405
2018 Q2	$24K	Hold	211	–	–	﹤0.01%	408
2018 Q1	$20K	Hold	211	–	–	﹤0.01%	430
2017 Q4	$21K	Buy	+211	New	+$20.1K	﹤0.01%	410
2017 Q1	–	Sell	-261	Closed	-$23K	–	745
2016 Q4	$23K	Buy	+261	New	+$21.7K	﹤0.01%	381

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EARNEST Partners's PSX Position: Q4 2023 in Review

EARNEST Partners sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 211 shares — an estimated $25.4K sold.

EARNEST Partners first reported a position in PSX in Q4 2016 and held it in 25 quarters. The position peaked at $25.4K in Q3 2023. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

EARNEST Partners reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 211 Phillips 66 shares in Q4 2023, an estimated $25.4K.
EARNEST Partners first reported a position in Phillips 66 in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Phillips 66 position peaked at $25.4K in Q3 2023.
1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.