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Landsberg Bennett & Dubbaneh’s Phillips 66 PSX Stock Holding History

Landsberg Bennett & Dubbaneh’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 		$713K Buy
9,826
+240
+3% +$17.4K 0.09% 151
2021
Q2 		$816K Buy
9,586
+256
+3% +$21.6K 0.11% 138
2021
Q1 		$776K Buy
9,330
+1,672
+22% +$131K 0.11% 136
2020
Q4 		$536K Buy
+7,658
New +$450K 0.08% 143
2020
Q1 		– Sell
-3,666
Closed -$405K – 213
2019
Q4 		$405K Sell
3,666
-486
-12% -$54.6K 0.1% 183
2019
Q3 		$430K Sell
4,152
-213
-5% -$21.3K 0.12% 149
2019
Q2 		$411K Buy
+4,365
New +$392K 0.11% 157

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Landsberg Bennett & Dubbaneh's PSX Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh increased its Phillips 66 (PSX) stake by 2.5% in Q3 2021, buying an estimated $17.4K and bringing the position to 9,826 shares worth $713K. The position accounts for 0.09% of the portfolio, ranked #151.

Landsberg Bennett & Dubbaneh first reported a position in PSX in Q2 2019 and has held it in 7 quarters since. The position peaked at $816K in Q2 2021. 1,237 funds tracked by Wall St. Rank hold PSX as of Q3 2021.

  • Landsberg Bennett & Dubbaneh held 9,826 shares of Phillips 66 worth $713K as of Q3 2021.
  • Landsberg Bennett & Dubbaneh bought 240 Phillips 66 shares in Q3 2021, an estimated $17.4K.
  • Phillips 66 made up 0.09% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #151 holding.
  • Landsberg Bennett & Dubbaneh first reported a position in Phillips 66 in Q2 2019 and has held it in 7 quarters since.
  • Landsberg Bennett & Dubbaneh's Phillips 66 position peaked at $816K in Q2 2021.
  • 1,237 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.