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Neuberger Berman Canada’s Phillips 66 PSX Stock Holding History

Neuberger Berman Canada’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
2017
Q1 		– Sell
-25,919
Closed -$2.24M – 339
2016
Q4 		$2.24M Buy
+25,919
New +$2.15M 0.57% 30

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Canada's PSX Position: Q3 2017 in Review

Neuberger Berman Canada increased its Phillips 66 (PSX) stake by 32% in Q3 2017, buying an estimated $657K and bringing the position to 32,159 shares worth $2.95M. The position accounts for 0.54% of the portfolio, ranked #28.

Neuberger Berman Canada first reported a position in PSX in Q2 2013 and has held it in 9 quarters since. 1,147 funds tracked by Wall St. Rank hold PSX as of Q3 2017.

  • Neuberger Berman Canada held 32,159 shares of Phillips 66 worth $2.95M as of Q3 2017.
  • Neuberger Berman Canada bought 7,754 Phillips 66 shares in Q3 2017, an estimated $657K.
  • Phillips 66 made up 0.54% of Neuberger Berman Canada's portfolio in Q3 2017, its #28 holding.
  • Neuberger Berman Canada first reported a position in Phillips 66 in Q2 2013 and has held it in 9 quarters since.
  • 1,147 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2017.

Based on Neuberger Berman Canada's 13F filing for Q3 2017, filed 3 Nov 2017.